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How do I manage bills in Cleo?

How to I add, edit, or remove a bill from my budget? How do I see upcoming bills?

How do I add bills to my budget?

  • Go to Spend

  • Go to Budget (in some app versions, Budget may be its own tab)

  • Under Bills due, tap Add a bill

  • Select the bill you want to add from your previous transactions

How do I edit or remove bills?

You can tap on any individual bill transaction to edit its details or remove it.

To see all your bills transactions,

  • go to Spend

  • go to Budget (in some app versions, Budget may be its own tab)

  • scroll down to Spending

  • under Essential spending, tap Bills

How do I view upcoming bills?

  • Go to Spend

  • Go to Budget

  • Bills due is the first subsection of your budget

You can also scroll down and view all your bills transactions under Essential spending.

Why does Cleo ask 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.


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