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How to add a single bill reminder?

Easily stay on top of your payments by setting up a one-bill reminder in TimelyBills. Follow these steps to create a single bill reminder: 1. Launch the Timely...

How to add recurring bills reminder?

Steps to create a recurring bill reminder: 1. Launch the TimelyBills app on your device  2. Tap the + (Plus) button: You’ll find this in the bottom-right corner of the H...

How do I create a custom recurring bill reminder?

Custom recurrence lets you create bill reminders that follow a schedule beyond the standard repeat options. Steps to create a custom recurring bill reminder 1. Create a...

How do I mark a bill as partially paid?

TimelyBills allows you to record a partial payment against a bill. After the payment is recorded, the bill reminder remains active for the outstanding amount until the bill...

How to link bills calendar with Google Calendar?

Once connected, your upcoming bill reminders will also appear as events in your selected Google Calendar, helping you keep track of payment due dates outside the TimelyBills a...

How to link bills calendar with Outlook Calendar?

You must be a PRO USER to integrate the calendar with your Outlook Calendar. Go to Home > Bills Tap the Calendar tab The Bills Calendar screen will appear, displaying all b...

How to view upcoming bills?

To view upcoming bills: Go to Home > Bills  Bill screen will display tabs like UPCOMING, OVERDUE, RECURRING and PAID Click on Upcoming Tab Upcoming tab will show list...

How to view overdue bills?

 To view overdue bills Go to Home > Bills  Click on Overdue in red List of Overdue bills will appear ------------------------------------------------------OR-------...

How to view recurring bills?

To view recurring bills? Go to Home > Bills Click on Recurring tab Recurring tab will show List of Recurring bills

How to view paid bills?

To view paid bills: Go to Home > Bills  Click on Paid tab Paid tab will show List of Paid Bills ---------------------------------------------OR------------------...

How can I edit all future occurrences of a recurring bill?

To edit all future occurrences of a recurring bill? 1. Go to Home > Bills 3. Select Recurring bill tab only 4. Select the bill you want to edit to View Bill Details 5. Cl...

How can I edit a specific occurrence entry for a recurring bill?

To edit a specific occurrence entry for a recurring bill: Go to Home >  Select Upcoming tab  Select the Specific Bill you want to edit to View Bill Details Click on ...

How to Setup Automatic Bill Reminders Notification for Credit Card Accounts

To Setup Automatic Bill Reminders Notification for Credit Card Accounts: For both online and offline credit card accounts, you can generate automatic bill reminders direc...

What is the difference between an invoice/bill and expense?

Difference between an invoice/bill and expense: Bills are generally created to get the reminder for your recurring payments (E.g. Credit Card, utility bills like Water, ...

How to set up a bill reminder for an automatically paid bill?

To set up a bill reminder for an automatically paid bill: Create a recurring bill reminder Refer to the FAQ How to add a recurring bill reminder? Enable the Auto Paid toggle...

Income vs bills/expenses for past, current and future dates (projection)

Go to Home > Insights Tabs Like Cashflow, Spending, Trends, Transactions will appear By default, all tabs show Current Month Data, but Custom Date Range is also available f...

How to snooze a bill reminder?

To snooze a bill reminder Go to Home > Bills Select Any Tab on bills screen Click on a Bill to view Bill Details Click on Three dots (Top right) for Options Select Sno...

Can we pay bills through TimelyBills?

As of now, you cannot pay your bills directly from the app.   However, TimelyBills allows you to keep your payment URL as part of the Bill Details so that one can directly ...

How can I stop bill's notification?

To stop bill's notification: Visit Menu (Three Horizontal lines icon on Top left) Go to Settings > Notifications Uncheck the Bill Notification checkbox

How to add custom payment URL or web URL of service provider?

To add custom payment/web URL of service provider: Go to Home > Bills Add a New Bill by tapping on + icon or select an existing bill ●    Read FAQ on How to add recurring...

How to mark a paid bill as an unpaid bill?

To mark a paid bill as an unpaid bill: Go to Home > Bills Click on Paid Tab Locate the paid bill you wish to Mark Unpaid and click on it to View Details On the detail scr...

How do I delete multiple bills at once?

To delete multiple bills at once: Go to Home > Bills Long press on a bill to enable multi-selection, then select all the bills you want to delete Click on Delete Icon ...

How to share or unshare bills in a group?

You must be a Pro family user and part of a family group to share or Un-share bill: Go to Home > Bills Click the bill you want to Share/Un-share  Click on edit icon on b...

How to set up custom grouping of bills?

TimelyBills supports grouping of bills on list screen with different date ranges and soring options. Like one can group bills weekly, bi-weekly, monthly , bi-monthly, quarterly...

How can I organize and manage my Bill Reminders better?

In TimelyBills, Bill Reminders represent your upcoming payments, helping you stay informed about bills that are due and avoid missing payments.  Here are some ways to mana...

How secure is my bank login with TimelyBills?

At TimelyBills, your financial security is our top priority. As a trusted money management app, we are committed to helping you manage your finances wisely and safely. To c...

I'm unable to connect to my bank/institution. What should I do?

We aim to offer you a secure, risk-free experience when connecting your bank accounts for a smarter money management.  However, there may be a few reasons you're facing iss...

How long does it take to connect my bank accounts with TimelyBills?

It usually takes 15-30 minutes for our system to sync all your bank account transactions In some rare cases it can take few days from either our aggregator (plaid) or your ...

How do I permanently remove a bank/institution connection from TimelyBills?

You can easily remove your bank connection from TimelyBills by following these steps: Open the Accounts screen in the app. Tap on Connected Institutions. Select...

How can I temporarily stop or resume syncing my online bank account?

TimelyBills allows you to temporarily stop syncing a connected bank account without deleting it. When syncing is stopped, the account will remain visible in your account list...

What should I do if transactions are missing for a connected account?

Sometimes your bank may take little more time (few hours to few days) to send your recent transactions to our system Follow below steps to sync any missing transaction:   Go...

What if my bank or financial institution isn't available to connect in TimelyBills?

TimelyBills connects to banks using Plaid, which supports 99.9% of U.S. banks and credit unions. You can search for your bank only after upgrading to a bank-connected subscr...

Can I connect the same bank or financial institution using different login credentials?

Yes, you can! Our app supports linking the same bank or institution with multiple logins, giving you a unified view of all your finances. To add another login: Go to Acco...

I can't see my bank account even after successfully connecting my institution. What should I do?

After successfully connecting your bank or institution, it may take 5 to 10 minutes for to appear. This delay depends on your bank’s connectivity and response time. In case ...

What if my login credentials aren’t working when connecting to my bank?

If your bank login isn’t working, don’t worry—this can happen occasionally, and we’re here to help. Here are a few things you can check: Verify your login details: Make ...

Is there a limit to the number of banks or institutions I can connect to TimelyBills?

Yes, timelyBills offers a Bank Sync Subscription that automatically fetch your real-time financial data from your online bank accounts. This subscription is currently offered o...

Who is Plaid and what role does it play in TimelyBills?

Plaid is a leading financial technology provider that helps apps like TimelyBills securely connect to your bank accounts. With your explicit permission, Plaid enables us to acc...

What is the difference between an "account" and an "institution" in TimelyBills?

In TimelyBills, "account" and "institution" refer to different parts of your banking setup Account: This refers to a specific bank account that you hold at a financial insti...

How can I sync past or missing transactions (Advance Sync)?

If you notice any missing transactions in your account, you can use the "Advanced Sync" feature in TimelyBills to manually fetch them for a specific date range. Here’s how t...

How far back can TimelyBills access my bank transactions?

With TimelyBills, you can access up to 24 months of your past online bank transactions, depending on the transactions shared by your financial institution. This histori...

How do I connect my bank or financial institution in TimelyBills?

TimelyBills has partnered with Plaid, a trusted financial technology provider, to allow users in the United States and Canada to securely link their bank accounts and manage th...

How do I add or remove accounts from an already connected bank/institution?

TimelyBills makes it easy to add or remove individual accounts from an already connected bank or financial institution. Follow these steps: Go to the Accounts section and...

How can I hide or exclude transactions from an online account in TimelyBills?

TimelyBills allows you to hide an online bank account and optionally exclude its transactions from your financial overview. This can be useful if you want to temporarily remov...

How can I define custom category mapping rules for transactions from my online accounts?

While TimelyBills automatically maps the category provided from your bank but sometimes these defaults may not align with your budgeting preferences. So....to give you mor...

How to link existing (manual) accounts to your bank account?

Read the information below carefully to migrate existing accounts to Online: Migrating your manual accounts to the online accounts just take two simple steps: Connect yo...

Steps to Migrate Manual Account To Plaid Connection

Read the information below carefully to migrate existing accounts to Plaid: Migrating your manual or disconnected accounts to the new Plaid connection takes just two simple st...

How can I add an account ?

Adding accounts on our app helps to keep finances in one place, whether it's a checking account, credit card, investment, loan, cash, wallet or asset Steps to add an accoun...

How to edit starting balance of an account?

You may edit the starting balance of an account. This functionality allows you to adjust the initial amount you set when creating the account. Changes made will reflect in the ...

How Do I Delete a Manual Account?

Delete account directly from the Account options, it is useful when closing a bank account, paying off a loan, removing an outdated asset or cleaning up accounts that are no lo...

How can I get my account statement in PDF/Excel?

You can request an account statement in PDF or Excel to view and download in the app. A copy is also sent to your registered email address. Steps to download an account sta...

How is Net worth calculated in TimelyBills?

Your net worth is a snapshot of your family’s financial health. It’s the total value of everything you own — like cash, savings, investments, property — minus everything you ow...

What does 'Archive Account' mean?

The Archive Account feature lets you hide accounts you no longer wish to use but let you keep its transactions. Once archived, the account becomes Inactive which means you won’...

How can I hide my account from being shown when adding transactions?

TimelyBills allows you to Hide Bank Account and optionally Exclude its Transactions. This can be useful if you want to temporarily remove certain accounts or transactions from ...

How to manage and track Lending accounts?

Lending accounts are used to record and manage money or assets that you have lend to someone  Steps to create a lending account: Go to Home > Account Tap Plus Icon on to...

How to manage and track borrowing accounts?

Borrowing accounts are used to record and manage money or assets that you have borrowed  Steps to create a borrowing Account:  Go to Home > Account Click on Plus Icon on...

How can I set up a loan account in TimelyBills ?

Setting up a loan account helps you to track and manage your active loans from our app.   Steps to create a loan account: Go to Home > Account Tap Plus Icon present o...

How do I set up a credit card account in TimelyBills?

Timelybills ensures that after you create a credit card account, you can use it to track expenses. Each time you make a transaction using the credit card account, the due cre...

How do I set up automatic credit card bill reminders for my credit card account ?

TimelyBills app helps you to track your credit usage and receive smart bill reminders. Once you have created your credit card account (or if it already exists) in our app, foll...

How is the balance timeline generated for my account?

The balance timeline in TimelyBills is generated Based on your Transaction History and Account Activities. It aggregates and displays your balance over time, showing when de...

How can I see my account balance update from my transactions (Activity Tab)?

You can easily see changes to your account balance using the Activity tab. It shows everything that has happened in your account, in the order it occurred. Steps to check y...

Where can I see recurring or scheduled transactions for my account?

Tracking Recurring transactions helps to plan ahead, avoid missed payments and manage monthly cash flow. TimelyBills app lets you can easily view and manage all your scheduled ...

How to use lending or borrowing accounts in TimelyBills?

In the latest version, lending and borrowing accounts are no longer managed as separate account types. Instead, both are unified under a single Person Account making it easier...

How to create and manage a Crypto account?

TimelyBills helps you track your investments that now includes cryptocurrencies as well so that you can manage your finances in one place.  Follow these simple steps to cre...

How do I view scheduled transactions for my account?

The Upcoming Transactions card on account detail shows scheduled transactions for a specific account, helping you plan ahead and keep track of upcoming payments. Steps to v...

How do I create a personal budget?

Follow these steps to create a personal budget: 1. Navigate to Go to Home > Budget, then tap the ‘+’ icon in the top right corner 2. Choose Budget Type Select Person...

How do I set up a group budget?

Group budgeting in TimelyBills allows multiple people, like family members, roommates, or partners—to manage and track shared finances together in one place. This is especiall...

How can I create a category based budget?

TimelyBills supports category-based budgeting, allowing you to track spending on one or more specific categories, whether for personal use or as part of a group budget. Refund...

How do I set up a weekly, bi-weekly or custom date range budget?

Follow these steps to set up a weekly, bi-weekly, or custom date range budget: 1. Create a Budget Start by reading the FAQ: How to create a budget? 2. Select the Repea...

Types of budgets supported in TimelyBills

TimelyBills supports a wide range of budgeting options to suit individual and group financial planning needs: Personal Budgets Can be set for different time periods: week...

How do I create a monthly budget?

To create a monthly budget in TimelyBills, follow these steps: 1. Navigate to Open the Budget section from the Dashboard. Tap the ‘+’ icon in the top right corner ...

What is the 50/30/20 budget rule?

The 50/30/20 budget rule is a simple, popular framework for managing your after-tax income by dividing it into three main spending categories: Needs, Wants, and Savings/Debt R...

How can I exclude specific expenses from your budget ?

When creating or editing a budget in TimelyBills, you can choose whether certain expenses should be included in your budget tracking. To do this: Go to the “More Options...

Does TimelyBills consider refunds in Budget progress?

Yes, TimelyBills automatically adjusts your budget progress when a refund is recorded. When you create a refund as an income transaction using the “Refund” category and aga...

How do I move funds between budgets?

TimelyBills makes it simple to move funds between budgets at any time. Here's how to do it: 1. Open Budget Details From the Budget section on your Dashboard, tap on any...

How can I enable or disable budget notifications?

TimelyBills lets you manage budget alerts at both the global (app-wide) level and the individual budget level, giving you full control over how and when you get notified. ...

Budget Alerts & Notifications supported in TimelyBills

TimelyBills provides intelligent budget alerts and notifications to help you stay on top of your finances. These notifications are available for both Personal and Group/Family ...

How do I set threshold limits for budget's spending alerts?

Follow these steps to set threshold limits for the budget's spending alerts: 1. Navigate to Go to Home > Budget 2. View Budget Details Tap on any budget from the list...

How can I identify personal and group budgets, in Group Mode?

Follow these steps to identify personal and group budgets in Group Mode: 1. Navigate to Go to Home > Budget 2. View Group share icon Budgets with the Group Share ic...

How do I delete a budget?

Once deleted, the budget will not be available to view or track, even for the past period. Follow steps below to delete a budget: 1. Navigate to  Go to Home > Budget ...

How can I start or stop sharing a budget within group?

Follow these steps to start or stop sharing a budget with a group: 1. Navigate to Go to Home > Budget 2. View Budget Details Tap the budget to be unshared from the li...

How does budget rollover works?

Rollover budgeting in TimelyBills helps you carry forward the unspent amount from one period to the next, allowing you to better manage your remaining budget over time How R...

How do I create a one-time budget?

A one-time budget is perfect for tracking spending on specific events or short-term goals, like a vacation, wedding, or home project. It’s available for both Personal and Group...

How can I do budgeting for specific account?

TimelyBills allows you to create budgets that track spending from specific accounts—whether it's a bank account, credit card, wallet, or cash. If no account is selected, the bu...

How do I assign a specific expense to a particular budget only?

By default, TimelyBills automatically includes all relevant expenses or incomes in applicable budgets based on category, date, and account. However, you can manually assign a t...

How do I view group members contributions in a shared budget?

To see the contributions made by each group member in a shared budget, follow these steps: 1. Go to the Budget Section Navigate to Home > Budget. 2. View Details: Fr...

How do I turn off budget repeat?

If you no longer want a budget to repeat automatically in TimelyBills, please follow these steps: 1. Go to the Budget page Navigate to Home > Budget. 2. Choose Budget ...

Difference between an income budget and an expense budget?

An income budget is a plan that outlines the amount of money you expect to receive during a specific period, such as your salary, business income, interest, or other earning...

What is the “Overall Progress of Budget” feature and how does it work?

The “Overall Progress” of the Budget is feature that helps you track your total budget utilization across multiple budgets. By default, it automatically includes the sum of al...

How to select specific accounts while creating budget?

TimelyBills allows you to associate one or more accounts with a budget, helping you track spending for selected accounts only. To select specific account while creating a b...

How does TimelyBills support multiple currency accounts?

TimelyBills now supports managing accounts in different currencies, allowing users to track their total net worth and insights across various currencies seamlessly. When you...

How is a transfer recorded between accounts with different currencies?

TimelyBills supports transfers between accounts that have different currencies (including currencies other than your base currency). These transfers can be one-time or recurrin...

Will Pro Family subscription provide group feature access to all group members?

Yes, the Pro Family subscription plan provides access to all Pro features for all members of the family group. Once a subscription is purchased by any family member, all membe...

How do I use an invitation code to join a group in TimelyBills?

To join an existing group in TimelyBills, please follow these steps: Open the App: Launch the TimelyBills app on your device. Access the Menu: Tap the menu icon in the...

What happens if my group subscription expires?

If your Pro Family subscription expires, all group members will temporarily lose access to premium features until the subscription is renewed by any group member.  If you no ...

How many members can be part of family/group in TimelyBills?

There are no limits on the number of members that can be included in family or group budgeting. You have the flexibility to add as many members as needed to your family group, ...

I can’t see another user’s account in the group. What should I do?

If you're unable to view another user's account in the group, please follow these steps: 1. Verify Account Sharing Ask the user to confirm they have shared their account ...

Can expenses be split between group members?

Currently, TimelyBills does not support splitting expenses directly between family or group members. You can only divide costs among your own categories or shares. Unfortunate...

Will I lose my data if I leave a group on TimelyBills?

No, you will not lose any data if you leave or are removed from a group. All transactions recorded before joining the group, as well as those made while in the group, will rema...

What is Group Mode and Personal Mode in a group?

TimelyBills offers three distinct modes for managing your finances as part of Pro Family subscription. This flexibility allows each member to independently manage their finan...

Who can delete the group?

Only the Admin/Organizer has the authority to delete a family group. Other members can leave the group but cannot delete it. Steps to Delete the Group: Go to the Dashboard ...

Getting started with the Family Dashboard.

Managing family finances can be challenging, but the Family Dashboard in the TimelyBills app makes it easier than ever to stay organized and informed. In this guide, we’ll walk...

How do I set up a family group in TimelyBills?

Managing family finances just got easier! Create a shared budget, track family expenses, and allow each member to contribute to your family’s financial goals—all by setting up ...

How to view group and group members detail?

To view the details of the group's information in TimelyBills: Open the TimelyBills app on your device. Tap your Profile Picture to open the menu. Select Groups from the m...

How to see details about shared bank accounts in group

Shared bank accounts let all group members track account activity from a single place. Steps to view a shared bank account Open the TimelyBills app. Go to Accounts from ...

How do I add or edit notes in TimelyBills?

You can add notes to transactions and accounts. For Transactions New Transaction: While creating a transaction, scroll down to the Notes field, enter your note, a...

How do I delete my TimelyBills account?

You can permanently delete your TimelyBills account directly from the app by following these steps: Open the TimelyBills app on your device Tap your Profile photo. Select M...

How do I mark an income or expense transaction as a transfer?

Steps to mark a transaction as Transfer: Open the TimelyBills app on your device Scroll down on Home screen and tap on the Transactions card. Tap on the Income or Expens...

How to enable Siri shortcuts for TimelyBills

Steps to enable Siri shortcut through TimelyBills App: 1. Open the TimelyBills app 2. Select on the Siri option available in app menu. 4. Tap Open Settings (available at the...

How to Remove TimelyBills App From Restricted Bucket ?

Here are step-by-step instructions for changing TimelyBills app permission on an Android device: 1. Access Your Device Settings: Start by opening the Settings app on your d...

How to use Siri shortcuts with TimelyBills

Using Siri Shortcuts with TimelyBills Manage your finances faster with Siri and TimelyBills. Simply use your voice to record expenses, check budgets, review bills, and get spe...

What is the Refer & Earn program and how to refer someone?

Invite your connections to join the TimelyBills app and earn exciting rewards when they sign up using your shared referral code. Steps to refer someone: Open the TimelyBi...

What role does AI play in TimelyBills?

AI in TimelyBills analyzes your financial data to provide personalized insights, generate intelligent reports, and help you make better financial decisions. 1. AI Chat Ask ...

How do I reset or bulk delete my data on TimelyBills?

TimelyBills allows you to delete multiple transactions at once using the Reset & Clean Up feature available in Settings. Steps to bulk delete transactions: Open the Timel...

How To Set Up a Family Group in TimelyBills

How to Start Budgeting With TimelyBills?

How To Track Expenses Using TimelyBills

How to Use the Family Dashboard in TimelyBills

Monitor Your Budget Easily Using TimelyBills

How to Switch from New to Classic(Old) home screen

We’ve introduced a new home screen to help you manage your finances better, but the classic (Old) version is still available. To switch to the classic home screen: Open ...