How do I edit an account’s starting or current balance?

Modified on Fri, 13 Nov at 9:20 AM

You can update an account’s balance in TimelyBills. The balance that changes depend on the account’s transaction history:

Before any transaction has affected the balance: The update changes the account’s starting balance.
After an incoming or outgoing transaction has affected the balance: The starting balance can no longer be edited. The update resets the current balance to the amount you enter.

Steps to update the balance

Open the TimelyBills app on your device
Navigate from Home screen to Account screen
Tap the pencil icon next to the account balance.
Enter the correct balance amount and tap Save.
Review the Balance Reset Confirmation, which shows the Difference between the Previous and Updated balances, and tap confirm.

How can I check a balance reset?

On the Account Detail screen

Scroll down to Recent Transactions → tap on View All → select Ledger View tab. The adjustment appears as a Balance Reset entry.

Helpful Tips

Every balance update is recorded in the as a Balance Reset entry, making it easy to track account history and review changes later.
The updated balance is reflected immediately on the Account Detail screen and throughout the app where account balances are displayed.
If the account is included in your Net Worth calculation, balance update will automatically change the overall net worth amount
Sync if needed: If the updated balance does not appear right away, tap the Account Sync button in the top-right corner on details screen to sync.
Before resetting a balance, verify your bank statement, investment account, loan balance or other financial records to ensure your financial reports, budgets, and net worth calculations remain accurate.

If you counter any problem or have a query, please contact support at support@timelybills.app.

Recent Searches