Track Payments

Each budget item can have multiple payments. So if you need to pay installments or have a down payment you can record each payment separately. You can also specify who paid and how, get email reminders when payments are due, make notes and specify the date that the payment is due/was paid.

You can view budget payments in 2 places.

  1. The budget item page: See the payments associated with a single budget item by clicking on the money (payments) icon to the right of the budget item on the Budget Page.
  2. The payments page: You can view all payments at once by clicking on the 'Payments' button in the top right of the Budget page.

Adding a Payment: Click the 'Add Payment' button in the top left of either of the 2 pages mentioned above.

Editing a Payment: (Including marking it as paid). Click on the pencil (edit) icon to the right of the payment.

Payments and Budget Items Cost: If the total sum of the payments for a budget item exceeds the actual cost of the budget item then the actual cost will automatically be increased to match the sum of the payments.

Reminders: If the alarm icon is red you will receive a reminder email a few days before a payment is due. Just click on the icon to turn the reminder on/off

Deleting a Payment: To delete a payment, just click on the 'x' (delete) icon to the right of the payment.