How to download Excel or PDF reports in TimelyBills ?

Modified on Wed, 31 May 2023 at 07:33 PM


TimelyBills provides multiple ways to download reports for your different accounts:


1st approach: (Only available for Android users and soon will be available on iOS platform)

  • Available under each account (Account Detail Screen Header -> Download icon
  • This section allows user to get the report for a particular account with in the app only.
  • Select the out type type either Excel or PDF
  • It will download the transactions in required format on the mobile device.

2nd approach: (Only available for Android users and soon will be available on iOS platform)

  • Under reports (Dashboard-> Reports & Insights-> Statements Tab
  • This section allows user to get the report over the registered email, for all of their transactions, group by either Account or Category. 
  • Select the time period for which you want to generate the report. 'From Date' and 'To date' for the report.
  • Select you want reports grouped by Accounts or Category 
  • Select the output type either Excel and PDF 
  • Click on "SEND OVER EMAIL" 
  • In few seconds, you should get your email report in your email inbox. 

  • In case you do not get it, please connect support at support@timelybills.app

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