Templates

Start faster with guided templates

Browse common starting points for recurring bills, insurance, subscriptions, appointments, medicines, and business responsibilities.

Bills and Payments

Electric / Gas / Water Bill

Track a household utility bill with monthly money timing and reminder defaults.

Examples: Atmos Energy, City water, Electric co-op

Rent / Mortgage Payment

Track a monthly rent or mortgage payment with due-date reminders and home spending defaults.

Examples: Apartment rent, Home mortgage, Lease payment

Internet / Phone Bill

Set up a monthly internet or wireless bill with category and reminder defaults.

Examples: AT&T Wireless, Spectrum Internet, T-Mobile Home Internet

Credit Card Payment

Track a recurring card payment with due-date and money reminders.

Examples: Chase Visa, Amex Gold, Capital One Quicksilver

Insurance Renewal

Track policy renewal timing with due-date alerts and optional premium amount.

Examples: Auto policy, Renters insurance, Homeowners insurance

Car Registration Renewal

Track a yearly registration renewal or similar DMV-style due date.

Examples: Vehicle registration, Plate renewal, Local DMV notice

Doctor Appointment

Create a one-time appointment item with a clear date and reminder defaults.

Examples: Primary care, Dentist, Specialist follow-up

Medicine Reminder

Set up a medicine or supplement reminder with recurring activity timing.

Examples: Blood pressure medicine, Vitamin D, Antibiotic reminder

Flight / Travel Booking

Track a travel booking with departure timing and optional amount.

Examples: Frontier flight, Family trip, Business travel

Subscription Renewal

Track a monthly or annual subscription with review reminders before the next cycle.

Examples: Netflix, ChatGPT, Adobe Creative Cloud

Business Vendor Invoice

Set up a business payment item with due-date and expense defaults.

Examples: Office supplier, Consultant invoice, Software vendor

Recurring Business Expense

Track a recurring business cost with money schedule defaults and expense categorization.

Examples: Office cleaning, Payroll software, Business internet