Envel Community

Add ability to mark previous payment as bill

When itemizing utilities and subscriptions for bills during AI calibration, I’d like to see the ability to specify a previous transaction to be marked as a particular subscription or utility.

For example:
When adding a storage unit payment to the itemized list, a prior payment to the storage facility not listed in existing vendors can be selected as the vendor. That way, any future payments to the storage facility are charged to the bills account when using debit card.

Thank you for your kind feedback @hdata. We are going to revamp our budget capabilities in the upcoming months and feedback like this is very valuable.

Tagging transactions as Bills is a solution or we can build something where you can log in to your vendors and that will also give the user more insights into upcoming bills, what has been paid etc.