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You can view your reminders by going to the Bills & Income tab. From there you can select Bills, to see your upcoming bills. You can also select Income to see your upcoming income.
Add a new bill reminder
- From Bills & Income → Bills, select + New Bill.
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- Select either Add eBill for bills you want to access online (through the biller's website) or
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- Add Manual Bill for bills you will track manually.
Follow the on-screen instructions.- For Add eBill you will need to find your online biller on the list and enter the login information you use for their website.
- For
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- Add Manual Bill
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- you will enter the following information, then select
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- Continue:
- Payee
- Category
- Account
- Amount
- Website (optional)
- Tags (optional)
- Memo (optional)
- Payment method
- Mark as Paid
Example
- Continue:
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You
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- must enter your billing Frequency and Starting Date, then select
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- Save.
- Save.
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Example
- A success screen will appear confirming your bill information
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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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