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Monthly Banking/Bills

(closed account) says:
One of my biggest uses for RTM is for banking and scheduling my monthly bills...specifically my recurring monthly bills.

I used to use Microsoft Money which alerted me to upcoming bills to pay. Since I moved over to a mac...that wasn't an easy option anymore.

Now I use my online banking directly. But my bank has no bill reminder feature...so in comes RememberTheMilk!

I set up all of my recurring bills in RTM in this format:
"BILL: PSE&G - $100" (or ~$100 if it's an estimated amount)
Due: September 1st
Recurs: Every Month

I do this for every bill I have: Mortgage, Loans, Credit Cards, Utilities, Insurance, etc.

I never miss a payment and I have a clear view of what was/wasn't paid for each month. After I pay a bill, I complete the task and a new task is automatically created for the next month's payment.

I even have a FLUID (http://www.http://fluidapp.com) app created on my desktop that opens my bank's bill payer page and RTM, side by side!
Posted at 1:55pm on October 13, 2009
jeff.franke says:
I'm doing that too and its really good.
You can also make searches for whats due in advance,"x' days, weeks etc.; save that list and then you can have a budget for the upcoming days in advance too.
Posted 14 years ago
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