Bills Overview

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Table of Contents:

How to Add a Bill

How to Edit a Bill

How to Mark a Bill as Paid

How to Delete a Bill

Bill Auto Pay

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How to Add a Bill

1. Tap on the Bills tab.

2. Tap on the green plus button at the bottom right of your screen.

3. Enter your bill details. The only required fields are: name, amount, and due date.

• Name: Enter the name of this bill.
• Amount: Enter the monitary amount of this bill.
• Due Date: Choose the next due date for this bill.
• Category: For reporting and organization, select a category.
• Currency: Each bill can have its own currency.
• Pay From: You may select an account from which this bill will deduct from once it is marked as paid. This will automatically create a transaction in the account that you select if you enable this option.
• Repeat: If you’d like to set up this bill to repeat at specific intervals, enter it here.
• Auto Pay: If enabled this bill will mark itself as paid on its due date.
• Note: This note field is for any additional details you may want to add.

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How to Edit a Bill

1. Navigate to the Bills tab in the app

2. Tap the edit button in the top right corner of the screen

3. Tap the edit button on the bill you would like to edit

4. Tap Done in the top right corner when finished

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How to Mark a Bill as Paid

Navigate to the Bills tab and tap on the bill you'd like to mark as paid. You will be given the option to mark the bill as paid along with the amount and date.

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How to Delete a Bill

1. Navigate to the Bills tab

2. Tap the edit button in the top right corner of the screen

3. Tap the delete button on the bill you'd like to delete

4. A pop-up will appear with some options. Choosing "Selected Bill" will delete the single bill you selected to delete. Choosing "All Future Bills" will delete the single bill you selected and all future repeating bills for this bill item.

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Bill Auto Pay

If a bill has the Auto Pay option enabled, the bill will mark itself as paid on its due date. This is a helpful feature if you have Auto Pay set up on a bill that is always due on the same day of the month.

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