Track a Recurring Bill

1. Open the account the bill belongs to, and go to its Bills tab.
2. Select Add bill and fill in:
   • Name — e.g. “Rent” or “Car payment”
   • Amount — the usual amount you’re billed
   • Due date — when it’s next due
   • Frequency — weekly, biweekly, semimonthly (the 10th & 25th), monthly, annually, or a custom number of days between occurrences
3. Save. The bill now appears in every upcoming pay period its schedule falls into, on your account’s forecast.

Editing or removing a bill

Open the bill from the Bills tab to change its name, amount, due date, or frequency. Changes apply going forward — they don’t rewrite pay periods you’ve already marked paid.

If a bill has run its course, delete it, or set an end date so Tally automatically marks it as an ended bill once that date passes rather than leaving it active.

Not sure if something is a bill?

If it only happens once, it’s not a bill — see Record a one-off transaction instead.