Credit card installment tracking

Enable installment tracking on variable debts, manage monthly bills, and import statements

1
Enable on a variable debt

On a variable debt card, use “Set up installment tracking” (under Open debt), or ⋮ menu

Additional Details

  • Only variable debts can use installment tracking
  • Paid months are never changed when you enable
  • Primary card action stays “Open debt” until tracking is active — then it becomes “Monthly bill”
2
Backfill running installments

Add purchases already in progress (e.g. iPhone 10x, currently 4/10)

Additional Details

  • Enter installment amount and total count
  • Optionally set current installment — first bill month is computed automatically
  • Review the monthly bill tab to confirm totals
3
Manage the monthly bill

Use the Monthly Bill tab on the debt detail page

Additional Details

  • See each installment line with progress (3/10) and end month
  • Edit one-off charges separately from installments
  • Mark the bill paid with one click (creates a DebtPayment transaction)
4
Import a card bill (OCR)

Import one or many PDF/CSV statements, assign months, then review

Additional Details

  • Processing stays on your device — nothing is uploaded
  • Per-month: keep saved total or use statement total; paid months stay locked
  • One atomic import for all months; duplicates already tracked are skipped