Step 1: List every bill
- Add each recurring bill on its own row
- Include amounts, due dates, and frequency
- Use the category list to keep reporting clean
Downloads
Budget bills workbook
Build a complete bills list, then upload it to fill your budget in minutes.
Account required
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Start free trialStep 2: Review and save
- Double-check totals and upcoming due dates
- Keep autopay and active flags up to date
- Save as XLSX or CSV for upload
Step 3: Upload in Budget
- Go to Budget -> Bills
- Upload the workbook and preview changes
- Confirm to create or update bills
What the workbook captures
- Bill label, amount, frequency, and due date
- Autopay and active flags
- Category and notes for reporting