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...
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Budget & Goals 25
This section contains the FAQ related with Budget and Goals functionality
Budget25
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...
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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...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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...
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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. ...
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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 ...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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...
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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...
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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...
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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 ...
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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...
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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...
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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...
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