Bills FAQs πŸ’€

All the info on adding, removing, and editing bills

Written by Roisin Allum
Updated over a week ago

How do I view upcoming bills?

To view upcoming bills, type "bills" in chat.

If you have a budget set up, head to the Budget tab to look at bills there.

How do I add or remove a bill?

To add or remove a bill from chat, type "bills" in chat and select "Edit bills".

If you have a budget with bills set up, head to the Budget tab. To add a bill, tap on the arrow to the right of "Bills due" and tap "Add a bill". To remove a bill, select it from the list and press "Remove".

You can also head to the Spend tab to add an existing transaction as a bill. Just tap on your selected transaction, and flip the switch next to "Recurring payment" to set this transaction as a regular bill or subscription.

How do I edit bills?

To edit bills from chat, type "bills" in chat and select "Edit bills".

If you have a budget with bills set up, head to the Budget tab. Tap on the arrow to the right of "Bills due" to see all your bills. Tap on the bill you want to edit its details or remove it.

How do I add custom bills or a bill I haven't paid yet?

To add a custom bill or an unpaid bill, type "bills" in chat, select "Add bill", and select "Manually add a bill" at the bottom of the page. Right now, this is the only way to add a custom bill.

Why does Cleo keep asking me if she missed a bill?

Occasionally, bills get sent or paid on a different date than the one you initially set. When this happens, you'll get a notification that asks you to verify if something is a bill, or if it's been missed. This is a good chance to edit and keep things up to date, so that you don't lose track of your spending.

How do I add bills to my budget?

The budget works by taking upcoming bills and subscriptions into account when calculating your budget's spend limit. It's useful for understanding how much you can actually afford to spend, after all the boring stuff has been paid off.


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