Create the Bill Plan
- From a day in Home, tap +, choose Expense, then select Bill.
- Choose or enter the payee, first due date and recurrence, then complete classification and amount.
- Review the summary and save. CuraErgo creates the plan and its linked dated occurrences.
Use the Payee Hub for the Series
A payee such as Hydro-Québec or Rent has a dedicated hub for its occurrences. From there you can review the series, open an occurrence to view its details, and archive or restore the plan without treating every occurrence as an unrelated bill.
Record Each Payment on the Bill
Open an occurrence, find Payments, then choose Record a Payment. Enter an amount that does not exceed the remaining balance and choose its method. Payments stay attached to that bill, and CuraErgo derives the paid and remaining amounts from them.
Understand the Four Display Statuses
Planned identifies a future occurrence with no payment. Unpaid identifies an amount still due. Partially Paid means at least one payment exists but a balance remains. Paid means recorded payments cover the full amount. Current bills contribute to Expenses and Net Cash Flow through recorded payments. An older bill already marked Paid without payment history may instead contribute its full amount on its due date.
Do not mark the whole bill paid after a partial payment. Record the actual amount and let the remaining balance and status update from the payment history.