You can save contact information and notes for the bills in a cash plan in the Bill Contact Info window.
Using the Bill Contact Info window in a cash plan is optional. None of the information saved in a Bill Contact Info window, including account numbers and passwords, is used for any purpose by You Need A Cash Plan.
If you use You Need A Cash Plan to work with clients, it is recommended that you add only bill contact information that you want to share with a client.
Adding and editing bill contact information can be done whenever a Bill Contact Info window is displayed. A Bill Contact Info window can be displayed with any of the below methods and by clicking on a Contact Info button wherever one is displayed.
Right-click on a bill in your cash plan to open the dropdown menu and click on Contact info.
In the Bills slider, select a bill and click on Contact Info.
Click on the Contacts button to display the Contacts page.
On the Contacts page, you can limit the Bill contact info list to an Outgo category and/or a first letter. To display a Bill Contact Info window, click on a listed bill.