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  1. From Bills & Income → Bills, select + New Bill.
  2. In the Add a New Bill window, select Track.
  3. Select either eBill for bills you want to access online (through the biller's website) or Other Bill or Income for bills you will track manually. Follow the on-screen instructions.
    • For eBill you will need to find your online biller and enter your sign-in information. 
    • For Other Bill or Income you will enter the following information then select Next:
      • Payee
      • Category
      • Account
      • Amount
      • Payment method
      • Mark as Paid
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        You will need to enter your billing FrequencyStarting date and Starting Date, then select Next.
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  4. A success screen will appear confirming your bill information. Select Done.

Print reminders

If you need to see a paper copy or PDF of your upcoming transactions, you can easily print your Projected Balances page, which lists your upcoming transactions.

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