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
| Field | Description | Example |
|---|---|---|
| Name | Descriptive name for the bill | "Netflix Subscription" |
| Amount | Typical payment amount | 15.99 |
| Due Date | Next due date | January 15, 2024 |
| Frequency | How often it recurs | Monthly |
| Type | Expense or Deposit | Expense |
Optional Fields
| Field | Description |
|---|---|
| Account | Group bills by account (e.g., "Chase Credit Card") |
| Icon | Visual icon to identify the bill |
| Auto-Pay | Mark if bill is automatically paid |
| Amount Varies | Toggle 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
- Click on any bill to open the edit modal
- Make your changes
- Click Update Bill
Archiving a Bill
If you cancel a subscription or pay off a loan:
- Click the bill to open it
- Click Archive in the Danger Zone
- 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:
- Search for the bill name (archived bills appear in search results)
- Click the bill to open it
- Click Unarchive
- The bill returns to your active list
Deleting a Bill
To permanently remove a bill and all its payment history:
- Open the bill
- Click Delete Permanently
- Confirm the deletion
warning
Permanent deletion cannot be undone. All payment history for that bill will be lost.
Tips for Organizing Bills
- Use Accounts - Group related bills (e.g., all credit card bills under one account)
- Choose Clear Icons - Makes bills easy to identify at a glance
- Mark Auto-Pay - Easily see which bills pay themselves
- Use Variable Amounts - For bills like utilities that change each month