Plan.it, a New Way to Track Your Debts & Bills
Use Plan.it to help you stay on track
There’s a new menu item and landing page option available today called Plan.it. The idea of this page is to make it easy to keep track of your debts and bills in a way that works best for you. There’s a weekly, to-do checklist style tab and also a monthly tab where you see the plan for the whole month in one area. This page works great if you are using the optional bill tracking app, everything you need will be in one area.
The example screenshots show how it looks with bill tracking turned on, but if you are not using it, you will just see debt account information. The planned total amount to be paid for debt and bills is shown separately. You can see how far along you along overall with the task counter on the right hand side.
Plan.it By Week
If you like to-do lists, then this part is for you. Each week has its’ own to-do list for you to tackle. Bills and debts are rolled together so you can go right down the list. Clicking on the checkbox will bring up a payment screen where you can record your payment info. If your payment is enough to complete the task, then it’s crossed off the list right away.
You can use the date range selector on the top right of the page to see future weeks. Your debts and bills scheduled for that week will show up here. If you have not received a bill yet, it will show up as “expected”, so you know it’s coming soon.
Plan.it By Month
This view shows you your plan for the month, but it weekly buckets. This gives you full visibility you need while also narrowing down the focus on the most important debts and bills. Like the weekly view, you can record your payments here by clicking on the button.
Make Plan.it Your Homepage
If you like Plan.it and want to make it your homepage, head over to the My Account page and then go to the Options tab. Select Plan.it from the list and click the save button. That’s all there is to it!
The Plan.it page is available to users, free and Plus members. I hope you like it!
