Overview
Bills helps you track and manage recurring payments like utilities, subscriptions, and rent. Never miss a payment deadline.
How to Access
- Click on Finances in the left sidebar menu
- Click on Bills
How to Add a New Bill
- Click on Bills
- Click Add Bill or New Bill
- Enter the Bill Name (e.g., "Electric Bill", "Netflix")
- Enter the Amount due
- Select the Due Date (day of month)
- Select Frequency:
- Weekly
- Monthly
- Quarterly
- Yearly
- Select a Category
- Click Save
How to View Upcoming Bills
- Click on Bills
- Look at the Upcoming section
- You will see bills due within the next 30 days
- Each shows: Name, Amount, Due Date, Days Until Due
How to Mark a Bill as Paid
- Click on Bills
- Find the bill
- Click Mark Paid or the checkbox
- The bill moves to Paid history
How to Edit a Bill
- Click on Bills
- Find the bill
- Click the Edit icon
- Make changes
- Click Save
How to Delete a Bill
- Click on Bills
- Find the bill
- Click the Delete icon
- Confirm deletion
Bill Status Colors
- Green: Paid
- Orange: Due soon (within 3 days)
- Red: Overdue
Quick Reference
| Task | Steps |
|---|---|
| Add Bill | Bills → Add Bill → Fill form → Save |
| View Upcoming | Bills - Upcoming section |
| Mark Paid | Click Mark Paid or checkbox |
| Edit | Click edit icon → Save |