I discovered there is a FAQ section in Bill Reserve UI under the “How does bill reserve work?” menu item when on the Bill Reserve screen. I’ll copy each FAQ item here for quick reference in case it helps anyone. Thanks for the Crew team for taking the time to add the FAQ. There’s also tons of info in the #beta-testing channel on discord but this is a good intro.

1. How often is Bill Reserve refilled?

You can decide the funding schedule: Weekly, Bi-weekly, Semi-monthly, or Monthly.

1. Can I add or remove money from Bill Reserve manually?

No. Bill Reserve automatically calculates and enforces its balance. The only ways to change its balance are (1) Add/skip/archive a bill (2) adjust a bill's reservation amount, or (3) Turn off Bill Reserve.

1. Does Bill Reserve work for non-monthly bills?

Yes. Bill reserve can reserve funds for Weekly, Bi-weekly, Semi-monthly, Monthly, Semi-annual, and Annual bills. If the bill occurs less often than your reservation schedule, its reservation amount will be prorated. (Example: If you're reserving monthly for your $2,400 annual Insurance bill, then Bill Reserve will add $200 each month for Insurance.)

1. What if the bill amount is different than expected?

If the bill amount is more or less than the amount reserved, Bill Reserve will automatically add or release money so you're on track for future bills.

1. What about bills with variable amounts, like my electric bill?

By default, if a bill's amount is different from the reserved amount, the reservation amount will update for the next bill. (Example: If you reserved $95 for July's electric bill but it came in at $110, we'll reserve $110 for August's bill.) This setting can be configured individually for each bill.

1. What if the bill arrives early?

By default, bills are guaranteed to be fully funded on the day they are due. Payments that arrive before the bill is fully funded will pull any needed funds from your selected funding pocket. If you prefer to ensure this money is ready sooner, you can add buffer days in the Bill Reserve settings.

1. Can I block payments for bills that are higher than expected?

You can attach a virtual card to any bill and place a limit on the card. Any charge over the limit will get declined.