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Quick Start Guide

Get started with BillManager in just a few minutes.

Getting Access​

Option A: Invitation (most common)

  1. Receive an invitation email from an administrator
  2. Click the link in the email
  3. Create your username and password
  4. Start managing your bills

Option B: Social Login

If your administrator has enabled social login (Google, Apple, Microsoft, or another OpenID Connect provider):

  1. Go to the login page
  2. Click the social login button for your provider
  3. Authorize BillManager
  4. Your account is created automatically

Your First Steps​

After logging in, you'll see your dashboard. Here's what to do next:

1. Create Your First Bill​

Click the + Add Bill button to create your first recurring expense:

  • Name: Enter a descriptive name (e.g., "Electric Bill")
  • Amount: The typical payment amount
  • Due Date: When the bill is due
  • Frequency: How often it recurs (monthly, weekly, etc.)
  • Type: Expense or Deposit
  • Category and Notes: Add context for analytics and future reference
  • Reminders: Choose which upcoming dates should alert you

2. Record a Payment​

When you pay a bill:

  1. Find the bill in your list
  2. Click the Pay button
  3. Enter the amount paid
  4. Choose whether to advance the due date
  5. The payment is recorded in history

3. Track Your Income​

BillManager also tracks income (deposits):

  1. Click + Add Bill and select Deposit type
  2. Add your paycheck, freelance income, or other sources
  3. Track when income arrives

Understanding the Interface​

SectionPurpose
Bill ListView all your bills and their due dates
DashboardSee monthly totals, upcoming bills, and quick actions
CalendarVisual overview of bills by date
AnalyticsBudgets, forecasts, and charts showing spending over time
SettlementsReview open and recently settled shared-bill balances

Next Steps​