Budget & Bills Collection — Budgeting, Expenses & Accounting App Guides

Budgeting, Bill Tracking, Expense Management, and Accounting App Guides

Managing money can involve creating budgets, monitoring subscriptions, reviewing expenses, preparing expense reports, and tracking business income and bills.

Different finance apps provide tools for these activities, each with its own features, settings, and account requirements.

The Budget & Bills Collection brings together five app function-guide collections covering YNAB, Rocket Money, Copilot Money, Expensify, and Xero.

YNAB supports hands-on budgeting, while Rocket Money and Copilot Money offer tools for tracking personal financial activity. Expensify focuses on expenses and expense reports, and Xero provides accounting tools for small businesses.

With 109 individual function guides, the collection provides plain-language instructions to help households, individuals, and small-business users understand and use these apps.

Each guide explains what a specific feature does, where to find it, and how to use it, with practical examples you can reference when needed.

Whether you're organizing a budget in YNAB, reviewing subscriptions in Rocket Money, tracking spending with Copilot Money, working with expenses in Expensify, or managing business records in Xero, these guides provide instructional resources for the individual apps.

What's included:

• 109 individual function guides across five apps.
• Five compiled app reference books, each available in PDF and EPUB formats.
• Individual guides organized by app for easy reference.

Designed for households and small businesses interested in learning financial management apps, this collection focuses on understanding app features rather than providing financial planning, bookkeeping, accounting, tax preparation, or ongoing financial management services.

The five apps are separate products. Available features, account connections, bill management tools, reporting options, and subscription requirements may vary by app and account.

The purchase includes instructional guides, not app subscriptions, paid features, financial account services, or access to the apps themselves.

Included App Collections

YNAB — 22 Function Guides

Learn about YNAB's budgeting tools for assigning available money to spending categories, planning for upcoming expenses, recording transactions, adjusting budgets, and reviewing spending information.

Rocket Money — 17 Function Guides

Explore Rocket Money's personal finance tools for identifying recurring subscriptions, reviewing bills, monitoring spending, working with budgets, and using available subscription management features.

Copilot Money — 18 Function Guides

Understand Copilot Money's personal finance tools for connecting supported accounts, categorizing transactions, tracking spending and income, creating budgets, and reviewing cash flow and financial trends.

Expensify — 26 Function Guides

Learn about Expensify's expense management tools for capturing receipts, organizing business expenses, preparing expense reports, managing available approvals, and working with supported reimbursement features.

Xero — 26 Function Guides

Explore Xero's small-business accounting tools for managing invoices and bills, reviewing transactions, reconciling bank activity, tracking business expenses, and accessing available accounting reports.

Total: 109 individual function guides across five app collections.

Each app collection also includes its own compiled reference book in PDF and EPUB formats.

Who it's for: Households and small businesses that want their cash flow visible.

Not for: People primarily looking for investment and trading app instructions. The Investing Collection may be a better fit.

What you get: Five budgeting, bill tracking, expense management, and accounting app function-guide collections containing 109 individual guides, plus one compiled reference book for each app in PDF and EPUB formats.

How it's delivered: Delivered as a Google Drive folder link after purchase. One-time

purchase.

Updates: Updates are included while the collection is maintained — if a guide changes,

the folder copy is updated.

Disclaimers: These are reference guides that teach the apps, they are not prompt packs,

and they don't include subscriptions to the apps themselves.