I do a lot of my budget planning on an Excel spreadsheet and then have to go in there every few days and tick them off as they are paid, although would love to have the option to do this within the app.
It’s all well and good having the Trends tab, but the money is already spent at this point.
It would be nice to have an area of the app where it has monthly expenses and knows which payments are tied to which expense (rent/gas/electric/water/car insurance etc.)
Then notifications such as ‘all your bills are up to date’
Would just find it really useful to have it all under one roof.
Set-up your scheduled payments/Standing Orders & Direct Debits to be paid from a designated Bills Pot. Put funds into the Bills pot at the start of your ‘pay cycle’ to cover the expected bills (the Bills pot/Manage tab will tell you how much is needed) and then relax. All expected bills* will now be paid from the pot which already has enough in it to cover the bills. Financial-responsibility-boss’ed
*Subscriptions/CPA’s can’t be paid from a designated Bills pot, so make sure you have enough in your main account to pay for these
This is helpful, thank you. I do have Plus but thought the spreadsheet would just be for self employed or similar to keep tabs on accounting. Will give it a whirl! Thank you
saw loan before but not the cover after 