Cashflow Overview Report helps you review your income against bills and expenses in one place. It also shows projected transactions, helping you plan ahead and manage your finances.
1. Launch the TimelyBills app on your device
2. Navigate from Home screen and tap on Assistant screen in the bottom bar
3. Select the Reports tab (This is usually selected by default)
4. Scroll down to view Cashflow Overview card (Below Income Distribution card)
- Switch between Chart or Monthly view as per your preference
- Use the Arrow icons to browse past or upcoming months
5. Tap the Slider Filter icon (top-right corner) to refine your data:
- Group by: Monthly, Weekly, Yearly, or Custom (set your preferred start day)
- Filter by Accounts and Tags: View Cashflow Overview for specific accounts or Tags
6. To view more Transactional Details on Cashflow Overview Card
- Tap on any Bar to see details for a specific period
- Tap “More” to explore related income and expense transactions
7. You can tap on Expenses and Income to view transactions of that month
Red dot on the Slider Filter Icon and on Assistant means that a filter is currently active and the data is shown based on the already active filter |
If you counter any problem or have a query, please contact support at support@timelybills.app
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