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Bills & Income

The Bills and Income pages are filtered views of your automation rules. They surface rules tagged with a specific category so you can scan your recurring commitments without opening the full Automations editor.

Bill rules carry the category bill; income rules carry income.

Bills page

The Bills page shows all rules with category bill.

  • A summary bar at the top displays a 12-month rolling average of all active bill rules combined.
  • Each row shows the rule name, a schedule summary, the next scheduled run, and the calculated monthly equivalent.
  • Click Manage in automations to edit the full rule — conditions, keywords, split destinations.
  • Click Create bill rule to open the bill template wizard.

Tip

The monthly figure uses a 12-month average simulation, not a simple division. A quarterly bill of $120 computes to $40/month through the rolling window.

Income page

The Income page mirrors the Bills layout for rules with category income, which includes paycheck rules and any other recurring income source.

  • Summary bar shows the 12-month rolling average of all income rules.
  • Each row shows name, schedule summary, next payday, and the calculated monthly equivalent.
  • Click Manage in automations to edit.
  • Click Set up paycheck to open the paycheck wizard — see Paychecks for details.

Creating a bill rule

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

  1. Name, amount, and frequency (the wizard maps frequency to a cron schedule).
  2. A source asset account — optionally a pocket within it.
  3. A destination expense account.

The wizard saves the rule as type transfer and assigns the bill category.

Deleting a rule

Click Delete on any rule row to remove it. This cancels all future scheduled executions. Past transactions created by the rule remain untouched.

Warning

Deleting a rule here also removes it from the Automations page. The two views share the same underlying store.

How this differs from Automations

Bills and Income are read-only lists with a shortcut to the full editor. Use Automations when you need to:

  • Add conditions (balance > X, amount == Y)
  • Set up split destinations (one source, multiple pockets)
  • Attach keyword matching to rules triggered by imported transactions
  • Change execution mode (scheduled vs. chained after another rule)
  • Set installment tracking (total installments, current count)
  • Define expiration dates or days-before margin