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 | Expense (bill) or Deposit (income) | Yes |
| Account | Grouping category | No |
| Icon | Visual icon for the bill | No |
| Auto-Pay | Whether bill pays automatically | No |
*Amount can be marked as "varies" for bills with inconsistent amounts.
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 |
| Yearly | Once per year |
| Custom | Multiple specific days per week |
Advanced Monthly Scheduling
For monthly bills, you can enable "specific dates" mode to handle bills due multiple times per month (e.g., 1st and 15th). Enter comma-separated dates like "1, 15" and BillManager will automatically calculate the next occurrence.
Custom Weekly Scheduling
For bills due multiple times per week, use the Custom frequency to select specific days of the week.
Bill Status
Bills are displayed with visual indicators based on their status:
- Overdue - Past due date, highlighted for attention
- Due Soon - Due within 7 days
- Upcoming - More than 7 days away
- 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
- Next Week - Bills due 7-14 days from now
- Next 21 Days - Bills due within 3 weeks
- Next 30 Days - Bills due within a month
- Overdue - Past due bills only
- By Account - Filter by account category
- By Type - Expenses only or Deposits only
Calendar View
Click any date in the calendar to filter bills due on that specific date. Bills due on each date are indicated with dots on the calendar.
Variable Amounts
For bills that change each month (like utilities), enable the "Amount varies" toggle. This lets you:
- Track bills without a fixed amount
- Enter the actual amount when recording each payment
- Review payment history to see the variation
Exporting Bills
Export your payment data as:
- CSV - For spreadsheets and data analysis
- PDF - Formatted printable report
Access exports from the All Payments view.