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Check for expired reminders and bills so you don't miss a payment or reminder

1/5/2018 in Money Management Tips
Happy New Year! With 2018 here, it might be time to do a few housekeeping tasks to help make sure you don't miss any reminders or bill payments. We recommend checking out the Reminders and Recurring Transactions tool and the Bill Tracker for any expired items. A lot of times we'll add reminders or bills that are set to expire around the end /beginning of the year and then forget to update them with new amounts or payees or whatever it might be.

To check for any expired reminders, click on Tools at the top of the page and then click on Reminders / Recurring Transactions. There will be a red alert at the top of your upcoming reminders list if any reminders have recently expired. You can go and edit the start/end dates and other reminder information as necessary to make sure you continue to get reminded.

For the bill tracker, click on Tools at the top of the page and then click on Bill Tracker. A similar alert will appear at the top of the page if you have any bills that have expired recently.

We'd also recommend taking a few minutes to review your budgets and make sure you don't need to adjust them based on your spending from last year.

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