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How to track unpaid and upcoming bills
How to track unpaid and upcoming bills

How to track upcoming bills, how to keep track of unpaid bills

Yzza avatar
Written by Yzza
Updated over 4 years ago

To create transactions for upcoming or unpaid bills, you can create an expense and mark it as UNPAID. To do this,

  • Go your Transactions Dashboard and click the + Expense button in the top right

  • In the third field, click the date to enter in the due date of the bill

  • Then click Paid Date right next to the date. This will switch it from Paid Date to Due Date

  • Save!

Once the bill is paid, go back into the expense and click Due Date to switch it back to Paid Date and mark it as paid.

To see a list of your unpaid bills, go to Unpaid Expenses on your Transactions Dashboard under Filter by Types. You may want to filter by All Dates to include upcoming bills whose due dates are in the future. We'll also list unpaid bills on your Dashboard under Spending Stats. Upcoming bills will also be listed on your main Dashboard under Spending Stats.

Please note: If you have your data auto-importing from your financial accounts, this may result in duplicates. Be sure to delete one of the paid expenses to avoid inaccurate reporting. You can also create these in a manual bank account that you have to NOT report to your Profit & Loss, then once a month go through and mark them as paid as soon as they clear your bank account.

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