Bills Reminders are more than just a way to anticipate 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.
View Reminders
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.
- In the Add a New Bill window, select Track.
- 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 on the list and enter the login information you use for their website.
- For Other Bill or Income you will enter the following information then select Next:
- Payee
- Category
- Account
- Amount
- Payment method
- Mark as Paid
You will need to enter your billing Frequency and Starting Date, then select Next.
- 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.
- Go to Bills & Income → Projected Balances
- Press Command + P.