How to add or update categories in TimelyBills?

Modified on Mon, 17 Jul 2023 at 03:07 PM

TimelyBills platform offers an extensive range of categories for Bills/Expenses and Income sections. Moreover users also have complete complete control over updating existing categories or creating new ones as per their requirements.

Note : Editing or creating custom categories is only allowed through Mobile App only (Android and iOS both) and not from WEB interface.

The built-in categories in TimelyBills are categorized into two area:

  • Bils/ Expense Categories
    1. Please go to Dashboard->Menu -> Settings->Categories-> Bill/Expense  to check the existing Bill/expense categories
    2. This section shows all categories which are available while creating 'Bills Reminders' OR 'Expense Entry' 
    3. Most of the categories are grouped as per their purpose. For example Insurance is defined as main category and under that one can see its sub-categories like Auto Insurance, Health Insurance etc.
    4. One can easily hide a main or child category or even can rename them as per personal preference.
    5. To add a completely new Bills/Expense category:
      1. Click on + icon available at top right corner.
      2. Select "Add Category" or "Add Sub category".
      3. Provider category name and description.
      4. If you happen to add Subcategory, you need to choose the main category under which you want to create sub category.
      5. Select icon and color 
      6. Save
  • Income Categories
    1. Please go to Dashboard->Menu -> Settings->Categories->Income  to check the existing Income categories
    2. This section all categories which are available while creating income/credit (single or recurring)
    3. All categories created or edited, under Income section are considered subcategories of 'Income' category only.
    4. One can easily hide any income category or even can rename them as per personal preference.
    5. To add a completely new income category:
      1. Click on + icon available at top right corner
      2. Provider category name and description
      3. Select icon and color 
      4. Save

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