The month printed in a document title may differ from its issue date or your payment date. Review the actual record date so your dashboard follows the convention you intend.
A title describes the record; its reviewed date determines the month view.
Start with the source
Compare the billing period, issue date and payment receipt. Decide which supported date describes the record you are keeping. Do not rely on a title such as “June electricity” to control a dashboard field that is stored separately.
Make the review useful
Open the bill metadata and check the record date before confirming spending. The selected month groups confirmed paid records by that date. A reminder due date belongs to the action and serves a different planning purpose.
Keep the next step clear
If you correct a date later, revisit both the old and new month views to understand the changed totals. Keep an explanatory note when a receipt relates to an earlier period so future you can follow the reason for the placement.
One step at a time.
- 01
Read the dates on the original bill and receipt.
- 02
Choose the correct reviewed record date.
- 03
Keep the action’s deadline separate.
- 04
Check the intended month in Records & insights.
A little reference.
Keep the context and your next action together.
| Check | Example | Your next step |
|---|---|---|
| Period | Service used during June | Useful context in the title |
| Record date | Date assigned to the bill record | Controls its spending month |
| Deadline | Payment due in July | Belongs to the action plan |
Does changing a due reminder move the spending month?
The spending view uses the record date, so check that metadata directly instead of relying on the reminder schedule.
These guides explain product workflows. Review extracted names, dates and amounts. Features depend on your device, permissions and optional service setup.
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