Transactions & Transfer 24

How to add expense entry in TimelyBills ?

Steps to add an expense transaction: Launch the TimelyBills app on your device Tap the plus icon (+) button on the home screen and select Add Expense Enter the expense deta...

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How do I add a recurring income entry?

Steps to create recurring income transaction: Launch the TimelyBills app on your device. Tap the Plus icon (+) and select Add Income Enter the income Details like amount, c...

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How to make recurring transfer transactions?

Recurring transfer transactions are simple to set up and help you automatically move money between accounts on a scheduled basis. Note: This doesn't move money at your bank...

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How does a transaction affect my account balance?

Transaction updates the attached account balance in the following ways on the TimelyBills app 1. Immediate Updates:  Income, Expense, or Transfer transactions automaticall...

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How can I change the category of a transaction?

It is very simple to change category of any transaction on our app Steps to change transaction category: Launch the TimelyBills app on your device On the Home screen, sc...

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How to add recurring expenses in TimelyBills?

The TimelyBills app currently don't have the feature to create recurring expenses however we recommend our users to Create Recurring Bills Reminder in the app rather than recur...

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How to Import Transactions in TimelyBills

You can import transactions from PDF statements or Excel files using the TimelyBills mobile app or web portal. AI powered extraction helps you import data from supported docume...

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How to use Tags in TimelyBills?

TimelyBills lets you add Tags to your Income, Expense, and Transfer transactions so you can easily organize, filter, and analyze your financial activity. Tags help you quickly ...

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How do I edit the amount of a transaction?

You can easily update the amount of any income, expense, or transfer transaction in TimelyBills. Steps to edit amount of a transaction: Open the TimelyBills app. On the ...

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How do I download my Monthly Report?

Steps to download a monthly report 1. Open the TimelyBills app on your device. 2. Scroll down on the Home screen. 3. Tap the Your Monthly Report card. 4. Select the mont...

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Different Currency Account2