How can I add an account ?

Modified on Wed, 10 Jul at 11:46 AM

  • Navigate to Dashboard > Accounts.

  • Click on the (+) icon to create a new account.

  • Choose the "Account Type" you want to add.

  • The following account types are supported: Bank Account, Cash, Wallet, Checking, Savings, Lending, Credit card, Retirement, Loan, Property and more.

  • Select the bank associated with this account (optional).

  • You may also provide an account name and account number (Providing only the last 4 digits of the account number is recommended for security purposes).

  • Select the currency of the account. By default, it will consider the app currency.

Note: If the account currency is different from the app currency, then this account transaction will not be considered on any other screen except for this account’s screen. 

  • Enter the starting balance or any due amounts (in case of credit card and loan type of accounts).

  • Finally, click on the "Create" button at the bottom to finalize adding your account.  

Points to Remember: 

  • This offline account does not connect with any real-time bank services.

  • TimelyBills only stores transaction records for record-keeping purposes and does not perform any transactions in your actual bank accounts. 

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