Bill Management
BillManager provides comprehensive tools for tracking and managing all your recurring bills and income.
Bill Properties
Each bill has the following properties:
| Property | Description | Required |
|---|---|---|
| Name | Descriptive name | Yes |
| Amount | Expected payment amount | Yes |
| Due Date | Next payment due date | Yes |
| Frequency | How often the bill recurs | Yes |
| Type | Bill (expense) or Deposit (income) | Yes |
| Account | Grouping category | No |
| URL | Link to payment portal | No |
| Notes | Additional information | No |
| Auto-Pay | Whether bill pays automatically | No |
| Draft | Mark bills as pending setup | No |
Frequency Options
BillManager supports various billing frequencies:
| Frequency | Description |
|---|---|
| Weekly | Every 7 days |
| Bi-Weekly | Every 14 days |
| Monthly | Same date each month |
| Quarterly | Every 3 months |
| Semi-Annual | Every 6 months |
| Annual | Once per year |
Bill Status
Bills are displayed with visual indicators based on their status:
- Overdue - Past due date, shown in red
- Due Soon - Due within 7 days, shown in yellow
- Upcoming - More than 7 days away, shown normally
- Auto-Pay - Marked with badge, auto-advances on due date
Filtering and Sorting
Filter Options
- All Bills - Show everything
- Due This Week - Bills due in next 7 days
- Overdue - Past due bills only
- By Account - Filter by account category
- By Type - Bills only or Deposits only
Sort Options
- Due Date - Soonest first
- Name - Alphabetical
- Amount - Highest or lowest first
Bulk Operations
For managing multiple bills:
- Select bills using checkboxes
- Choose bulk action:
- Archive selected
- Change account
- Export selected
Import/Export
Exporting Bills
Export your bills list as:
- CSV - For spreadsheets and data analysis
- PDF - Formatted printable report
Importing Bills
Import from CSV with these columns:
- name, amount, due_date, frequency, type, account, url, notes, auto_pay