With the advent of IQ's new email feature in v9.026 pre rel 7 I thought it might be useful to see how one user put it to use. 

I will add more detailed instructions/images to this msg later but here's an overview.

 

(1) Thunderbird filters for financial emails, i.e. statements ready, new bill due, etc

(2)  A separate filter hones those down to "bill due" via various phrases contained in msg body. TB filter/action forward these to a new email2IQ@google.com account created for this purpose.

 

(3) New Email2IQ email settings search for msgs at that account periodically & d/l them into IQ Inbox (Journal or whatever you call your everything grid by creation date)

(4) There I assign 3 fields manually: bill, $$amount, DateDue (or DueDate whatever you call it)

 

(5) Those items appear in IQ Bill grid (copies remain in TB & Gmail)

(6) As they are marked paid, they are filtered out of the grid so I know what is left to be paid

(7) Recurring bills that don''t involve a particular ebill are assigned to "recurring" field & are updated to the next due date automatically when marked done (thanks to Armando)

 

My wife tells me I have a way of making things complicated. She may be right & some of you may have more streamlined ways of keeping track of e-bills. If so, let's try to improve the ideas in this thread and start other threads with images, etc so others can see how useful IQ can be.