Spending

This guide outlines the process of tracking spending within Aladia. It details how users can visualize their spending data using charts and tables, as well as apply filters to analyze their expenses effectively.

Access the Payment Section

There is a Apps icon on the top navigation bar. Click on the Payment option from the list of apps.

Alternatively, you can directly click the Payment tab on the navigation bar.

Spending Tab

The Payment page loads.

Click on the Spending tab next to the Payment label.

General Spending Chart Section

Shows analytics of spending on Courses, AI, Storage, and Streaming.

Future Payment Section

Shows the total number of due payments, payment amounts, and due dates.

The Spending tab includes two sub-tabs:

Transactions (active by default).

Subscriptions

Tables

Transaction Columns include: Product, Status, Amount, Payment Method, Type, Seller, Occurred On, Date, Transaction ID.

Subscription Columns include: Product , Status , Paid Installments , Planned Installments , Amount Paid , Total Amount , Next Installment , Single Installment , Frequency , Customer , Started On , Ends On , Subscription ID.

NOTE

If the account belongs to an organization, an additional Quantity column will be displayed in both Transactions and Subscriptions tables.

Click on any row in the table to open a modal displaying detailed information about the selected transaction or subscription.

The modal is scrollable, allowing users to view all relevant details.

Controls

Filters button (opens a filtering sidebar).

Sort By button (opens a sorting sidebar).

Pagination controls at the bottom right of the table (Prev and Next).

Manage Column button.

Download Invoice icon (downloads the invoice).

Download Invoice for a Transaction

Download Single Invoice of Transaction

Scroll to the right-most column of the transaction table.

Click on the Download icon next to the selected transaction.

The invoice will be automatically downloaded to your device.

Download Multiple Invoices of Transactions

Select the transactions you want to download using the radio buttons on the left side of the page.

Scroll to the right-most column of the transaction table.

Click the Download icon next to the selected transaction.

The invoice will be automatically downloaded to your device.

Apply Filters

Click on the Filters button. A sidebar with filter options will appear.

Use the available filters to refine the displayed transactions and subscriptions, including:

Course

Date

Supplier

Amount

Quantity

Paid Installments

Planned Installments

Net Amount Received

Total Amount

Status

Next Installment On

Frequency

Transaction ID

Subscription ID

Select the desired criteria and apply the filters to update the results.

Apply Sorting

Click on the Sort By button.

A sidebar with sorting options will appear.

Choose from the available sorting options:

Date

Product

Quantity

Amount

General

Installment and Installments Sort Options

Apply the sorting option to reorder the displayed transactions and subscriptions accordingly.

Spending

Spending#

Access the Payment Section#

Spending Tab#

Tables#

Controls#

Download Invoice for a Transaction#

Apply Filters#

Apply Sorting#

Spending

Access the Payment Section

Spending Tab

Tables

Controls

Download Invoice for a Transaction

Apply Filters

Apply Sorting