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Playbooks · Money
Bill due-date tracker
A weekly list of bills coming due, with amounts, and reminders placed in your calendar.
Paste this into your agent
Every Monday, look through my email and statements for bills due in the next 14 days. List each one with the payee, the amount, the due date and how it is normally paid, and put a reminder in my calendar three days before each due date. Point out any bill that is higher than last time or comes from a payee I have not seen before. Do not pay, schedule or change any payment, because this job only reminds. What the agent does
Find bills and statements due in the next fortnight
List payee, amount, due date and payment method
Add a calendar reminder three days ahead of each
Flag unusual amounts and unfamiliar payees
Rules to add
- No payments or changes to payment arrangements
- Unfamiliar bills are flagged as possible scams, never paid
- Account numbers stay out of the weekly list
What you end up with: A weekly view of what is due, and a reminder before each bill lands.