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Bills and Income Reminders are more than just reminders for your bills. They can also help you predict your future cash flow and see when your accounts are in danger of overdraft or low balances.

You can view your reminders by going to the Bills & Income tab. From there you can select either Bills, to see your upcoming bills, or Income to see your upcoming income.


Add a new bill reminder

  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:
      • Payee
      • Category
      • Account
      • Amount
      • Payment method
      • Frequency
      • Starting date













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