Find a payment or confirmation reference
Search recorded payments, narrow the ledger and export the records you need.
Add Confirmation / reference when logging a payment. On History, choose the date range, search for the reference or bill and narrow Vendor, Category or Status before exporting.
Record a changed bill total and find its payment is coming soon. The written steps below are complete.
Read the planned walkthrough
Open the bill and choose Log payment. Check Counts toward for the month the payment covers, and Paid date for the day you actually paid. HomeWeal records the payment; it does not send money. Review the month’s bill above Amount you paid. Select Change to edit the prefilled statement total, or Enter the statement total when it is unknown. Left after this payment accounts for earlier payments too. Only this month is selected by default. For eligible fixed bills, choose the month and future bills explicitly to change the usual amount. Later months with recorded totals keep them; earlier months without a recorded amount may also use the new usual amount. Choose the payment method, then add a confirmation or reference if you have one. This sample reference is fictional. Review the month, date, amount, and statement total and month-only or future choice before saving. After saving, open the bill's History to check the recorded payment and its details. A payment can leave a remaining amount if you paid only part of the bill. Open History to search for the bill and narrow the payment records with the available filters. Check the matching record before editing it or exporting the filtered view.
Keep a payment reference
Use Confirmation / reference in Log payment for a bank confirmation or other useful identifier, including on a partial payment. Save only details you need to recognize the payment; it is a ledger reference, not confirmation from your bank that money moved.
Find the record
- Open History and choose a date range broad enough to include the payment.
- Use Search history… for a bill name, vendor, category, note or confirmation reference.
- Narrow Vendor, Category or Status. Use Clear filters if a record seems missing; the date range is still a separate choice.
- Open the bill and its History tab to inspect the individual payment, amount, payer, paid date and billing period before correcting it.
Export or explain a difference
History’s Export menu uses the selected records and filters; check the resulting file before sharing. Household permissions can reduce what you see. Counts toward identifies the obligation’s month, while Paid date records when you paid, so a late payment can cover an earlier bill without moving that obligation into the payment’s month.