Bills is a comprehensive personal finance management tool that helps you track transactions, manage bills, and stay on top of your financial goals. You can import from CSV, OFX or connect your Canadian Bank.
Start with our Free plan • No credit card required
Everything you need to manage your finances
From simple transaction tracking to advanced invoice generation and tax reporting, Bills has all the tools you need.
Import transactions from CSV or OFX files, or connect directly to your Canadian bank for automatic imports. Categorize your transactions from payable bills or by easily created rules.
Set up recurring bills and get notified when they're due. Automatically match transactions to bills to see what's been paid.
Connect your bank accounts via Plaid for automatic transaction imports. No more manual data entry.
Available in Pro plan
Create professional recurring and individual invoices for your clients. Track payment status and manage your business income with automated billing.
Available in Pro plan
Generate comprehensive tax reports including income taxes report and PST/GST reports. Categorize transactions for easy tax filing and CRA compliance.
Available in Start plan
Share your financial data with your accountant or family members. Perfect for collaborative financial management.
Track installment purchases, monitor statement periods, and keep upcoming credit card payments under control with automated schedules.
Available in Start plan
Update balances with deposits, interest, and fees to visualize long-term performance and understand gains across your portfolios.
Available in Start plan
Create proactive budgets, compare planned vs. actual spending, and stay ahead of cash flow goals. Rolling out soon to help you plan smarter.
Available in Pro plan
Choose the plan that's right for you.
Same features from the previous plan plus:
Same features from the previous plan plus:
Same features from the previous plan plus:
Same features from the previous plan plus:
Same features from the previous plan plus:
Same features from the previous plan plus:
Same features from the previous plan plus:
Same features from the previous plan plus:
Get answers to common questions about Bills.
Yes. We encrypt data in transit and at rest and store it in secure, monitored data centers. We partner with Plaid for bank connections and never store your bank login credentials. See supported institutions.
Yes! Bills supports importing from CSV and OFX files, which most financial institutions and software can export. You can also connect directly to your Canadian bank for automatic imports.
We support over 11,000 financial institutions through our Plaid integration, including most major banks and credit unions in the United States and Canada. See the full list of supported institutions here.
If your accountant is a Bills subscriber, you get free access to their accountant features and they can only download your monthly data after you close it, but cannot change anything. If they are not a customer, you can share your wallet and they will have full control except editing wallet settings.
Yes! All paid plans come with a 7-day free trial. The Free plan is always available with no time limit and includes basic transaction management.
Absolutely. You can cancel your subscription at any time. You'll continue to have access to your plan features until the end of your billing period.