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.
- Select either Add eBill for bills you want to access online (through the biller's website) or 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 Add Manual Bill you will enter the following information, then select Continue:
- Payee
- Category
- Account
- Amount
- Website (optional)
- Tags (optional)
- Memo (optional)
- Payment method
- Mark as Paid
Example
You must enter your billing Frequency and Starting Date, then select Save.
Example
- A success screen will appear confirming your bill information.
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.
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