Budgeting for Bills and Loan Accounts

Keep track of utilities and other bills by creating specific budget items for these items. Add a Budget Item and use the categories under the bills parent category. Be sure to use the same category when labeling your transactions and as you make payments to these bills, either from your checking or credit card accounts, we’ll mark your bill as paid on the budget.


 

Pro Tip! Create bill budget items for your rent, insurance payments, or loans with deferred payments.

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