Set Up & Update Bill Reminders in EasyMoney
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Description: Description: C:\Users\Lianmei\Desktop\EASYMONEY\1.6.4\account overview.png

 EasyMoneyTM lets you create Bills Reminders, for repeating bills such as 'Rent', 'Car Loan' or 'School Fees' and one time bills such as 'Amex'.

From the Bills Reminder Screen, you may view:

 Upcoming Bills

Pending bills that have not been paid.
 
Paid Bills
Bills that you have marked paid.
 
Overdue Bills
Bills that are already due but have not been paid. An overdue notification will pop up on your mobile screen once a bill is overdue. The notification will expire the following day.
 
New Reminder
You will be directed to a ‘Add/Edit Bill Reminder’ page to create a reminder.  
 

 
Fill in Payee/Item
 
Fill in Account
An alternative is to select the Calculator icon which you can use to calculate mulitple numbers for a grand total.
 
Select Category
If needed, scroll down to create a New Category. Go to Manage Categories for more information.
 
If no Category is selected, the Transaction will be assigned to a default Category, 'Others'.
 
Select Type
Either 'Payable' or 'Receivable'. EasyMoney automatically recalls the transaction type assigned to each Category. 
 
Due Date
The default setting is one week after the current date. 
 

 
  
 Fill in Notes (optional)
The default setting is the current date. For example, 'Check #', 'Invoice #'
 
Select "Send Daily Notifications" - Period of Notification
From 0 - 14 Days Before Due
 
Select the number of days in advance that you wish to be notified of a bill.
 
Select if the Transaction 'Does Not Repeat' or 'Repeats'
If 'Repeats' is selected, choose frequency of 'Day' , 'Week', 'Month' or 'Year'.
 
Fill in the Frequency and Next Transaction Date for the next Transaction to be recorded. A repeat symbol will appear next to the transaction record. 

 

 

If you have set a repeating bill, a reminder will appear as a Pending Bill. As default, repeating bills will only appear on your Pending Bills 30 days in advance. To change this setting, access your display settings to change it up to 90 days in advance.

 

Description: Description: C:\Users\Lianmei\Desktop\EASYMONEY\1.6.4\account overview.png

 

 

  

 

 

A Bill Reminder will pop up on your device screen on the Date of Notifications. You will receive notifications for overdued bills too. 

 

 

 

 

 

    

 

Update a Bill Reminder

 

To update a Bill Reminder, 

Tap on a Bill Reminder
To update and make changes to your Bill Reminder.
 

 
 
 
 
 
 
 
 
  
You may also tap and hold on a Bill Reminder for further options. To indicate that a bill has been paid,
 
Tap on Mark as Paid

 


 

 

  
  

 

 
 
 
 
 
 
Enter Payment Date
 
Select Payment Account

A New Transaction will be created in the Payment Account selected. The Payment Date detail will be reflected under Paid Bills.

 

 

 

  

  

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