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.