Overview
The Bills & Income dashboard gives you a forward-looking view of your finances — showing what’s due, what’s expected, and how your money is likely to move in the weeks ahead.
Instead of reacting to transactions after they happen, you can see them coming and plan around them.
This is where you go to understand:
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What needs your attention now
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What’s coming up next
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Whether your income will cover your upcoming expenses
Why Use Bills & Income
What your bank statement can’t tell you
Your bank and credit card accounts are great at showing what already happened.
What they don’t show is:
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The insurance bill due next week
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The paycheck arriving in a few days
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The subscriptions renewing throughout the month
Without that forward view, it’s easy to:
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Be surprised by a charge you forgot
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Miss a bill that slipped through
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Misjudge whether you have enough to cover what’s coming
A financial preview — not just a history
Bills & Income fills that gap by giving you a preview of your finances, not just a record.
When you can see what’s ahead, you can:
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Plan before money leaves your account
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Avoid late or missed payments
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Spot tight cash flow periods early
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Make more confident spending decisions
Who It’s For
Bills & Income is useful for:
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Everyday users managing bills, subscriptions, and paychecks
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Households coordinating multiple income and expense schedules
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Freelancers and small business owners tracking irregular income and recurring obligations
You can track both personal and business finances together, so you always have a complete picture of your cash flow.
How Bills & Income Is Organized
The dashboard is divided into four tabs, each designed for a specific part of your financial preview:
Overview
Your daily check-in view.
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See upcoming reminders and past-due items
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Review a quick summary of income, expenses, and net
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View a calendar of scheduled activity
Start here to understand what needs attention right now.
Cash Flow
Your forward-looking balance view.
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See how your account balances are expected to change over time
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Visualize when money comes in and goes out
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Spot potential shortfalls before they happen
Use this when timing matters.
All Series
Your recurring transactions workspace.
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View all scheduled bills, income, subscriptions, and transfers
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Edit, pause, or delete recurring items
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Audit what’s driving your projections
Use this to manage and maintain what’s scheduled.
Refunds
Your expected money tracker.
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Track refunds from returns or overpayments
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Set reminders if a refund doesn’t arrive
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Keep expected incoming money visible
Use this to make sure nothing owed to you gets lost.
Examples
Personal finance
You’ve just started a new job. Your first paycheck arrives on the 15th, but your rent autopays on the 12th.
Bills & Income shows that timing gap before it happens — giving you time to move money or adjust plans to avoid an overdraft.
Small business
You’re a freelancer with a client payment expected at the end of the month and subscriptions renewing mid-month.
Bills & Income shows all of it together, so you can see whether income will arrive before expenses — and follow up early if needed.
Getting to Bills & Income
Select the Bills & Income icon from the left navigation menu.
The Overview tab opens by default, giving you an immediate snapshot of what’s happening now and what’s coming next.
Tip: Start with the Overview tab for a quick check-in, then move to Cash Flow when you want to plan ahead.
Related Topics
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Using the Bills & Income Overview Tab
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Using the Bills & Income Cash Flow Tab
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Using the Bills & Income All Series Tab
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Tracking a Refund
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Managing Recurring Transactions