How can I get my account statement in PDF/Excel?

Modified on Sun, 11 Oct at 11:56 PM

You can request an account statement in PDF or Excel to view and download in the app. A copy is also sent to your registered email address.

Steps to download an account statement in PDF/Excel:

Open the TimelyBills app on your device
Navigate from Home screen to Account screen
Select an account to open its details.
Tap the Download icon visible on top-right corner
Choose the date range, review the selected account, and select your report type and format (PDF or Excel). Group users can also select Report For.

7. Tap Send Over Email to submit your request

8. A success message will appear confirming request submission

9. When your Statement is Ready, you’ll receive a notification. Tap on it to open the PDF or Excel statement directly in the app

Helpful tips

The Report For option is available only for users who are part of a shared or group account setup.
Report Type have two options
- Transaction List: It gives List of Transactions in ascending order
- Group By Account: It will provide separate List of Transactions account wise
The Account, Report Type, and Report Format fields may be Already Populated with default selections to simplify the download process.
Statements are Sent to the Email Address associated with your profile. Ensure your email address is Up To Date before requesting a statement.

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

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