Skip to main content

How do I manage bills in Cleo?

How to I add, edit, or remove a bill from my budget? How do I see upcoming bills?

Roisin Allum avatar
Written by Roisin Allum
Updated over 3 months ago

How do I add bills to my budget?

  • Go to Spend

  • Go to Budget (in some app versions, Budget may be its own tab)

  • Under Bills due, tap Add a bill

  • Select the bill you want to add from your previous transactions

How do I edit or remove bills?

You can tap on any individual bill transaction to edit its details or remove it.

To see all your bills transactions,

  • go to Spend

  • go to Budget (in some app versions, Budget may be its own tab)

  • scroll down to Spending

  • under Essential spending, tap Bills

How do I view upcoming bills?

To see a message with all your upcoming bills, type "bills" in Chat.

Otherwise,

  • go to Spend

  • go to Budget (in some app versions, Budget may be its own tab)

  • Bills due is the first subsection of your budget

You can also scroll down and view all your bills transactions under Essential spending.
​

Why does Cleo ask me if she missed a bill?

Occasionally, bills get sent or paid on a different date than the one you initially set. When this happens, you'll get a notification that asks you to verify if something is a bill, or if it's been missed.

This is a good chance to edit and keep things up to date, so that you don't lose track of your spending.


​

Did this answer your question?