How can I add an account ?

• 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.