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...
Updated
Accounts Management 39
FAQ for accounts managment
Online Accounts (Connected with Bank)21
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...
Updated
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 ...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
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 ...
Updated
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 ...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
Manual Accounts (Not connected with Bank)18
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...
Updated
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 ...
Updated
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...
Updated
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...
Updated
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...
Updated
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’...
Updated
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 ...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
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...
Updated
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 ...
Updated
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...
Updated
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...
Updated
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...
Updated