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Saiful Alam Rakib edited this page Apr 22, 2026 · 1 revision

Features

A complete overview of all features available in Bill Organizer.

Bill Management

The core of the application — create and track every bill or subscription.

  • Create, edit, and delete bills with title, amount, due date, and description
  • Recurring bills — daily, weekly, monthly, or yearly recurrence with automatic next-due-date calculation
  • Trial period tracking — record trial start and end dates for subscriptions with free trials
  • Smart status calculation — bill status (paid, unpaid, pending, cancelled) is derived automatically from payment transactions and due dates
  • Mark as paid — quick action to log a payment without navigating away
  • Payment URL — store the billing portal URL on each bill for one-click access
  • Tag-based organization — assign free-form tags to bills for flexible grouping and filtering
  • Upcoming bills — view bills due in the next N days at a glance

Categories

Organize bills into color-coded, icon-labeled categories.

  • Custom category names, descriptions, icons (emoji), and hex color codes
  • Filter bills by category across all list views
  • Bills count visible per category
  • Prevent deletion of categories that have bills attached

Transactions

Record every payment made against a bill.

  • Full transaction history per bill
  • Fields: amount, payment date, payment method, notes, and optional file attachment (receipt)
  • Auto-generated transaction ID (TXN-xxx)
  • Automatic bill status updates when a transaction is created
  • Receipt view — formatted summary of a transaction for reference
  • Advanced filtering: date ranges, amount ranges, payment method

Team Collaboration

Work with multiple people on shared bill workspaces.

  • Create multiple teams — each with its own name, description, currency, currency symbol, and icon
  • Invite members — add any registered user to a team
  • Remove members — owners can remove any non-owner member
  • Team switching — switch active team context without logging out
  • Role-based access — owner vs. member permissions (only owners can delete teams or remove members)
  • Team-scoped data — all bills, categories, and transactions belong to the active team and are invisible in other teams

Notes System

Attach rich notes to bills or keep general reminders.

  • Personal notes — visible only to the creating user
  • Team notes — shared across all team members
  • Bill-linked notes — associate notes with specific bills via polymorphic relationship
  • Pin / unpin — keep important notes at the top of the list
  • Filter — filter by pinned status, team notes only, or personal notes only
  • Export — download notes in JSON, Markdown, CSV, or plain text (see Notes Export)

Notifications

Proactive reminders so nothing slips through the cracks.

  • Email notifications — sent when bills are approaching their due date
  • Web notifications — in-app notification center
  • Configurable reminder periods — users choose how many days before due date to be notified
  • Trial end alerts — notified before a subscription trial expires
  • Duplicate prevention — smart tracking ensures the same notification is not sent twice

Dashboard & Analytics

A birds-eye view of your financial obligations.

  • Summary cards (total bills, unpaid, upcoming, total spend)
  • Category-level breakdown
  • ApexCharts-powered charts for visual trend analysis
  • Quick-access upcoming bills list

Search & Filtering

Rich querying across all list views.

  • Full-text search — search across default fields for any resource
  • Column-specific search — column:value syntax (e.g. title:Netflix)
  • Status filters — filter bills by paid, unpaid, pending, cancelled, upcoming
  • Date range filters — narrow transactions by payment date
  • Amount range filters — filter transactions by min/max amount
  • Tag filters — filter bills by one or more tags
  • Sort by any column — ascending or descending

REST API

A full, production-ready REST API for external integrations.

  • 38 endpoints across 8 resource groups
  • Laravel Sanctum token-based authentication
  • Standardized JSON envelope responses
  • Pagination with configurable page size (max 100)
  • Multi-column sorting and advanced filtering
  • Eager loading to prevent N+1 queries
  • Full CORS support with environment-based allowed origins
  • Rate limiting (60 req/min authenticated, 10 req/min guest)

See API Overview for details.

Webhooks

Subscribe to real-time events for bill and transaction activity.

  • Subscribe to bill.created, bill.updated, bill.paid, bill.deleted, transaction.created, transaction.updated, transaction.deleted
  • Configurable target URLs with active/inactive toggle
  • Delivery history — inspect every delivery attempt with payload, response status, and body
  • Retry failed deliveries — manually queue a retry for any failed delivery

See API – Webhooks for details.

Notes Export

Export notes to offline-friendly formats directly from the browser.

  • Bulk export all notes from the Notes index page
  • Per-note export from the note card dropdown or the note view dialog
  • Supported formats: JSON, Markdown, CSV, Plain Text
  • No server requests — export runs entirely client-side

See Notes Export for details.

Automated Releases

Continuous delivery pipeline via GitHub Actions.

  • Triggered on every push to main or manually via workflow dispatch
  • Builds optimized production assets with Vite
  • Packages a clean ZIP artifact (dev files excluded)
  • Auto-increments semantic version (patch) and creates a draft GitHub release

See Release Workflow for details.

© Bill Organizer - Free for Personal use | Need paid license for Commercial use

Live Link: bills.msar.me

API Docs: API

Open API Collection: API Collection

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