Use Evernote to track your bills

I have some payments that I have set up on auto-pay but there are some that I have to pay manually and need to remember to do so.  I’ve started to keep track of these bills in Evernote instead of paper or even on a spreadsheet on my computer.

Here is a screenshot of my note, filled in with generic types of payments such as mortgage, cable, and car loan as examples of things that people may have.

Evernote_Payment_Tracker

Evernote is a free application for your smartphone, PC, Mac, etc. that keeps up with different kinds of notes.  I have many checklists and free-form text notes to help me keep up with to-dos and idea lists.  You can do audio notes and use their web clipping tool as well to save things off as you browse the web.

The real beauty of it is that you can access your notes from anywhere via the Evernote application on your device or via web browser.

I’d like to share my simple Evernote bill tracker with you and Evernote makes this quite easy with their built-in function to share notes via email, social media, and direct link (URL).

I typically go through my bills and check our budget progress on Sunday evenings.  It doesn’t matter when you do it as long as you’re consistent.  Set reminders on your phone if you need to or even from within Evernote.  Late fees are no fun and can sneak up on you.

Follow these simple steps to get my bill tracker.

  • Get the link to my bill tracker note so that you can import it into one of your Evernote notebooks.  Enter your email address and click the button.

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  • You’ll receive an email to confirm your email address and then you’ll be sent to a page with the link.  Click on the link.
  • Click Save To Evernote in the upper right corner of the page.   

SaveToEvernote

  •  Create an Evernote account or click Sign In.

CreateAccountSignInEvernote

  •  Choose the Evernote notebook that you’d like to import into and click Save.

SaveToEvernoteNotebook

  • And Bob’s your uncle.  This note should appear in Evernote in your selected notebook!

Once you’ve got the note imported into your notebook then you can edit it as you wish.  You’ll want to change the categories (i.e. Mortgage, Cable, etc) to your liking and change the dates to when you’d like to pay them.  I typically set the pay date about a week ahead of the normal due date of the item.

What do you use to make sure that you pay your bills on time?

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