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 header or use the floating action button.

Required Fields

Field	Description	Example
Name	Descriptive name for the bill	"Netflix Subscription"
Amount	Typical payment amount	15.99
Due Date	Next due date	2024-01-15
Frequency	How often it recurs	Monthly

Optional Fields

Field	Description
Account	Group bills by account (e.g., "Chase Credit Card")
URL	Link to payment portal
Notes	Additional information
Auto-Pay	Mark if bill is automatically paid

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 Save

Archiving a Bill

If you cancel a subscription or pay off a loan:

1. Click the bill to open it
2. Click Archive
3. The bill moves to archived status

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

Deleting a Bill

To permanently remove a bill and all its payment history:

1. Archive the bill first
2. Go to archived bills
3. Click Delete Permanently

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. Add URLs - Quick access to payment portals
3. Mark Auto-Pay - Easily see which bills pay themselves
4. Add Notes - Include account numbers or payment reminders