The Bills and Income pages are filtered views of your automation rules. They surface rules tagged with the bill or income category, making it easy to see your recurring commitments at a glance without scrolling through all rules in the Automations page.

Bills page

The Bills page shows all automation rules with category bill.

• A summary bar at the top shows the monthly equivalent of all active bill rules combined.
• Each bill row shows its name, schedule summary, and next billing day.
• Click Manage in automations on any row to open the full rule editor.
• Click Create bill rule to open the bill template wizard.

Income page

The Income page shows all automation rules with category income, including your paycheck rule.

• A summary bar shows the monthly equivalent of all active income rules.
• Each income row shows its name, schedule summary, and next payday.
• Click Manage in automations to edit the full rule.
• Click Set up paycheck to open the paycheck template wizard.

Creating a bill rule

From the Bills page, click Create bill rule to open a guided wizard. You will:

1. Name the bill and enter the amount and frequency.
2. Choose a source asset account (and optionally a pocket) where the money comes from.
3. Choose or create a destination expense account.

The wizard creates a transfer rule tagged as bill and schedules it according to your chosen frequency.

Creating an income rule

From the Income page, click Set up paycheck to open the paycheck setup wizard. See the Paychecks page for the full walkthrough.

Deleting a rule from Bills or Income

Click Delete on any rule row to remove it. This also removes all future scheduled executions.

Difference from Automations

The Bills and Income pages show the same rules as Automations, filtered by category. Use Automations when you need the full rule editor — to add conditions, split destinations, keywords, or change execution mode.