Bills, paychecks and other repeating money
Set up anything that repeats, from weekly paychecks to yearly bills, and see what’s left each month.
Open Bills & income. The Each month card adds up income, bills and debt, planned savings, and what’s left for everything else. Below, everything is grouped into Income, Bills, Debt payments, Savings and Transfers.
Add one
- Tap + Add.
- Choose Income, Bill, Debt payment, Savings or Transfer.
- Enter the name and amount, and how often: Weekly, Every 2 weeks, Twice a month, Monthly, Every 3 months, Yearly or Just once.
- Pick the next date it happens, and which account it’s paid into or from.
- Turn on Amount changes each time for bills that vary, and Paid automatically (autopay) for bills on autopay. Tap Save.
Good to know
- The schedule follows the date you pick: the same day each month, or the same weekday each week. In short months, the 31st becomes the last day.
- Set an item to Paused or Ended to take it out of your forecast without deleting it.
- Autopay bills don’t get check-ins or reminders.
- Items paid from (or into) an account other than your everyday account say so, like “from Visa”. Only your everyday account’s items change the checking balance in your forecast.
- Debt payments show the loan they pay down, how much is left and when it’ll be done. Tap one to open the loan.
- Loans and cards with no payment set up yet are listed under Debts with no payment yet. Tap one to add its payment.