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Creating Your First Bill

This guide walks through creating and managing your first bill in BillManager.

Adding a New Bill

Click the + Add Bill button in the bill list area.

Required Fields

FieldDescriptionExample
NameDescriptive name for the bill"Netflix Subscription"
AmountTypical payment amount15.99
Due DateNext due dateJanuary 15, 2024
FrequencyHow often it recursMonthly
TypeExpense or DepositExpense

Optional Fields

FieldDescription
AccountGroup bills by account (e.g., "Chase Credit Card")
IconVisual icon to identify the bill
Auto-PayMark if bill is automatically paid
Amount VariesToggle for bills with inconsistent amounts

Bill Types

Expenses (Bills)

Regular recurring expenses like:

  • Utilities (electric, gas, water)
  • Subscriptions (streaming, software)
  • Loans (car, mortgage, student)
  • Insurance premiums

Deposits (Income)

Regular income sources like:

  • Salary/wages
  • Freelance payments
  • Rental income
  • Dividends

Managing Bills

Editing a Bill

  1. Click on any bill to open the edit modal
  2. Make your changes
  3. Click Update Bill

Archiving a Bill

If you cancel a subscription or pay off a loan:

  1. Click the bill to open it
  2. Click Archive in the Danger Zone
  3. The bill is hidden from the main list

Archived bills aren't deleted - you can search for them and restore them later if needed.

Unarchiving a Bill

To restore an archived bill:

  1. Search for the bill name (archived bills appear in search results)
  2. Click the bill to open it
  3. Click Unarchive
  4. The bill returns to your active list

Deleting a Bill

To permanently remove a bill and all its payment history:

  1. Open the bill
  2. Click Delete Permanently
  3. Confirm the deletion
warning

Permanent deletion cannot be undone. All payment history for that bill will be lost.

Tips for Organizing Bills

  1. Use Accounts - Group related bills (e.g., all credit card bills under one account)
  2. Choose Clear Icons - Makes bills easy to identify at a glance
  3. Mark Auto-Pay - Easily see which bills pay themselves
  4. Use Variable Amounts - For bills like utilities that change each month