Template for Savings Automation
Use AirTable to Track the Bills and Dates Automation.
Refer to the Webinar Recording for tips on what to track and when to track.
- Create Free AirTable Account
- Create an Empty Base.
- Create Fields as Follows:
- Name
- Statement Date
- Due Date
- Auto Pay (Single Select)
- Auto Pay Source (Single Select)
- Type (Single Select)
- Add additional columns as required
Here is a sample sheet.
