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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