How do I add a new bill?

This is an answer for the Pocketbook web version. Switch to the mobile app answer.

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There are 2 ways you can add bills to the bills page.

Method 1: Discover new bills

Pocketbook can automatically identify certain transactions as common bills, for example, utilities, or credit card repayments. 

To discover new bills:

1. Click Bills from the top menu. Result: The Bills page is displayed.

 

 

2. From the left-hand menu, click Discover New Bills. Result: The New Bills dialogue is displayed.

 


3. Select the transactions to identify the bills, you can also verify the due date and duration, then click SaveResult: The selected transactions are now set up as bills on your Bills page.

 

Note: Although Pocketbook can identify a lot of regular transactions as bills, it is a good idea to inspect the Bills page on a routine basis. You may manually have to add other bills that have not been picked up.

 

Method 2: Add bills manually from transactions

 

You can create bills from your transactions. 

To do this:

 

1. Click Transactions from the top menu. Result: The Transactions page is displayed.

 


2. Click the transaction you want to add as a bill. Result: The transaction details are displayed in the right-hand box.


3. Click Create BillResult: A calendar will appear to allow you to adjust the due date and duration.

 

 

4. Click how frequently the bill is due. Result: This (and all such transactions) are now added as Bills to your Pocketbook account. You can view these bills on the Bills page.

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