To add a bill in TimelyBills, follow these steps:
- Go to Dashboard > Bills.
- Tap on the + icon to create a new bill.
- Enter the bill due amount.
- Select or create a category for the bill (e.g., utilities, rent, subscriptions).
- suitThere are already predefined category groups and subcategories available. We would recommend using the standard one, though if available categories do not suite the purpose, create a custom category and that will be only visible to you.
- Choose the service provider.
- If any service provider is selected, then that service provider's picture will be used, wherever this bill is shown in the app.
- Provide a title for the bill.
- By default, the title is automatically generated using the Service provider name and Category name. In case you want to change that, please feel free to update it.
- Specify the due date of the bill.
- Select Repeat Option: Select this option, in incase you want to add a recurring bill. To know more about recurring bills follow the FAQ How do I add recurring bills?
- Do not repeat: Select this option, if the bill does not repeat.
- Set a reminder to alert you before the bill's due date (e.g., 5 days before): The app will start reminding you about this bill's due date, starting X days before the due date of the bill, every day.
- Auto Paid: Toggle on/off the auto-paid option.
Enabling auto-paid will mark the bill as Paid on the due date automatically (in the app only). One still needs to manually initiate the payment separately to make real bill payment. |
- Select From Account: Choose the account from which the bill will be paid. If provided, it will create an outgoing transaction from this account when marking the bill as paid (or automatically in case auto-paid toggle is enabled).
- Create expense entry for auto-paid bills: If the Auto Paid toggle is enabled, a new toggle Add expense entry for this payment will be enabled by default. If this toggle is kept on, then the outgoing transaction, from the 'From Accountthe ' will be automatically created as an expense, while bill is being marked as auto paid by the app.
- Notes and Attach Photo: Optionally, add any additional notes or attach an image related to the bill.
- Click on the right icon at the top right to save the bill after entering all necessary details. This confirms the setup of the bill entry in the app.
To know more about recurring bills and their frequency selection, please follow the FAQ How do I add recurring bills? |
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