Put a payoff plan into action
One tap sets your payments in Bills & income. When a debt is paid off, its payment rolls to the next one automatically.
Included with Free, Plus, TrilliOne Business and TrilliOne Pro
In the payoff planner, tap Put this plan into action. Budget then:
- sets each debt’s payment in Bills & income to this month’s amount,
- adds a monthly payment for any debt that didn’t have one,
- adds a monthly Cushion savings item if part of the plan goes to savings (and creates a rainy-day fund if you need one).
Your forecast and calendar follow the new amounts right away.
It keeps going on its own
When a debt in the plan reaches zero, its payment moves to the next debt (or to your cushion), and everyone in the budget gets a notification. When your cushion fills up, that money goes back to debt. When the last debt is gone: “You’re debt-free!” and the plan wraps up.
Change or stop it
Adjust the plan and tap Update my plan, or tap Stop plan to put your debt payments back to what they were before.
The advisor can do this too. Ask “how do I free up more cash each month?” and tap Open in the payoff planner on its answer.