Generating a complete statement of your payments and financial transactions may seem like a complicated process at first glance.
However, with the right approach, you can easily access all the detailed information you need to maintain complete financial control.
Choose the Correct Period
After accessing the statements section, the next step is to select the desired time period. You may be prompted to set a date range. This could include selecting a month, a quarter, or even a customized period.
This option is important because if you want to check a complete statement for a specific period, you need to ensure the selection is accurate.
In many cases, you can manually select start and end dates. If you are looking for a monthly statement, a good option is to search directly for “Statement for the month of [month]” or for the “last 30 days”. This will help filter the transactions that are relevant to your analysis.
Select the Type of Statement
After setting the period, you will generally have the option to choose the type of statement you want to view. Common options include:
- Payment Statement: Shows all payments made, including bills, fees, and other costs.
- Charges Statement: Details all charges made, such as installment purchases or fines.
- Complete Statement: Includes all information, such as outstanding balance, payments, fees, discounts, and installments.
Selecting the correct type of statement ensures that the report is generated with the right information and in the format you need.
Generate the Detailed Statement
After setting all the parameters (dates and statement type), just click the “Generate” or “Download” button to get the statement. Depending on the platform, the statement can be generated in PDF, Excel, or another accessible format.
Some systems also allow you to view the statement directly on the screen if you need a quick check without downloading it.
After generating the statement, it’s a good practice to verify the accuracy of the information and ensure that all transactions and amounts are correct. In some systems, you can also request a complete transaction history for a longer period.
How to View All Payments and Installments Made
Now that you have generated the complete statement, let’s learn how to view all payments and installments made over time. Analyzing these data is crucial to understand your current financial situation.
Access Detailed Payment View
From the statement, you can access a detailed view of all payments made. Most platforms allow you to click on each transaction or payment to get additional information, such as the exact date, the amount paid, and the destination of the payment.
This level of detail is helpful to ensure that all transactions were made correctly and to verify if any payment was omitted or incorrectly recorded.
Identify Installments and Outstanding Balance
Another important aspect is the visualization of installments. If you have purchases in installments, the complete statement typically shows the number of installments already paid and the remaining number. Additionally, you can view the total outstanding balance of each installment.
By reviewing this information, you will know exactly how much is still owed in each installment and how these amounts are affecting your budget.
Some financial platforms also send alerts or notifications when an installment is about to be paid off or when something unusual occurs in the payment process.
View Payment History from Previous Periods
In some systems, there is an option to view the complete history of all payments made in a previous period. This is especially useful for those who want to check old transactions, identify spending patterns, or even correct possible errors.
The payment history can include both manually made payments and those made automatically, such as recurring bill payments.
If you notice any discrepancies or errors in the transactions, it’s always advisable to contact the platform’s support service to ensure the issue is corrected.