Payment Tracking

Keep a complete history of every payment with BillManager's payment tracking features.

Recording Payments

Quick Pay

The fastest way to record a payment:

1. Find the bill in your list
2. Click the Pay button
3. Confirm or adjust the amount
4. Click Record Payment

The bill's due date automatically advances to the next cycle.

Payment Details

When recording a payment, you can specify:

Field	Description	Default
Amount	Actual amount paid	Bill's expected amount
Date	When payment was made	Today
Advance Due Date	Move to next billing cycle	Yes

Payment History

Viewing History

Access payment history in two ways:

1. Per Bill - Click a bill, then "Payment History"
2. All Payments - Navigate to Payments page for complete list

Payment List Features

• Filter by date range
• Filter by bill or account
• Sort by date, amount, or bill name
• Search by bill name

Editing Payments

To correct a payment:

1. Find the payment in history
2. Click to edit
3. Modify amount or date
4. Save changes

note

Editing a payment does not automatically adjust the bill's due date. You may need to manually update the bill if needed.

Deleting Payments

To remove an incorrect payment:

1. Find the payment in history
2. Click delete
3. Confirm deletion

warning

Deleting a payment is permanent and does not restore the bill's previous due date.

Auto-Pay Processing

Bills marked as auto-pay are automatically processed:

• On the due date, a payment is recorded
• Due date advances to next cycle
• Appears in payment history like manual payments

Configuring Auto-Pay

1. Edit the bill
2. Toggle "Auto-Pay" on
3. Save the bill

Auto-pay bills show a badge in the bill list.

Shared Payment Income

When you share bills with others and they pay their portion, their payments appear in your payment history:

• Marked as Shared - Clear "Shared Payment" badge with recipient name
• Counted as Income - Appears in your spending trends as income/deposit
• Full Audit Trail - Date, amount, and payer recorded

This helps you track reimbursements from roommates, family members, or anyone you share bills with. See Sharing Bills for complete details on bill sharing.

Payment Reports

Monthly Summary

The dashboard sidebar shows:

• Total - Combined paid and remaining for the month
• Paid - Amount already paid this month
• Remaining - Bills still due this month

Navigate between months using the arrow buttons to view historical data.

Export Options

Export payment data from the All Payments view:

• CSV - All payment details for analysis
• PDF - Formatted report for printing