AWS Cost Tracking Setup

Connect your AWS account to track infrastructure costs automatically. Follow these steps to configure billing data access.

What You'll Need

AWS account with billing access, ability to create IAM roles, and an S3 bucket.

1

Setup S3 Billing Backup

Configure AWS to export billing data to an S3 bucket using Legacy CUR export.

1

Go to Billing and Cost Management console

2

Navigate to Data Exports

3

Click Create button

AWS Create Export Button
4

Select Legacy CUR export and provide an export name

Example export name: paygent-billing-export

Select Legacy CUR Export
5

Configure export settings:

✓ Include resource IDs
✓ Split cost allocation data
Data export: Daily
Export Settings Configuration
6

Configure S3 bucket for export storage

💡 Important: Note the S3 bucket name you create - you'll need it in the next step!

S3 Bucket Configuration
7

Give the S3 path prefix- paygent-cost-tracking-2

8

Complete the export creation and wait for it to be ready

2

Generate CloudFormation Template

In the Paygent dashboard, navigate to Infra Cost and select the AWS tab.

1

Enter your S3 bucket name from Step 1

2

Click Generate YAML File

The template will download automatically with your specific bucket configuration

3

Deploy CloudFormation Stack

Upload the template to AWS CloudFormation to create the IAM role.

1

Go to CloudFormation console and click Create StackWith new resources

Create CloudFormation Stack
2

Choose Template is readyUpload a template file

Select the YAML file downloaded in Step 2, then give your stack a name

Upload CloudFormation Template
3

Follow the wizard to deploy (accept defaults)

Click through the configuration pages and acknowledge IAM resource creation at the end

4

Wait for stack creation to complete (Status: CREATE_COMPLETE)

⏱️ This usually takes 2-3 minutes

5

After creation, go to the Outputs tab and copy the RoleARN value

Example: arn:aws:iam::123456789012:role/PaygentCostTrackingRole

Copy Role ARN from Outputs
4

Complete Configuration

Return to Paygent and complete the setup with your AWS role details.

1

Paste the Role ARN from CloudFormation outputs

2

Verify the External ID is auto-filled correctly

3

Confirm the S3 Bucket Name and Region

4

Click Complete Setup

Setup Complete!

Cost data will be available within 24-48 hours. Paygent will automatically sync your AWS billing data daily.

Troubleshooting

Role verification failed

Ensure the CloudFormation stack completed successfully and the External ID matches exactly. Check that the role has the correct trust policy.

S3 access denied

Verify the S3 bucket name is correct and the bucket exists in the specified region. Ensure CUR reports are being generated to this bucket.

No cost data appearing

AWS CUR reports are generated daily. Wait 24-48 hours after setup. Ensure your AWS account has actual usage to report.

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