How to make recurring transfer transactions?

Modified on Tue, 16 Jun at 2:39 PM

Recurring transfer transactions are simple to set up and help you automatically move money between accounts on a scheduled basis.

Note: This doesn't move money at your bank only works inside the app for ledger purpose

Steps to create recurring transfer transactions

1. Launch the TimelyBills app on your device

2. Tap the Plus icon (+) button and select Transfer

3. Select From Account (where money is sent from) and To account (where money is received)

4. Enter the transfer details like Amount, Category, Account, Date and Time, Tags, Notes (Optional).
*In case your account currency is different from base currency you can also provide currency conversion for the provided amounts*

5. Tap on Select Repeat option to set up recurrence

Select a recurrence pattern (e.g. Daily, Weekly, Bi-weekly, Monthly, Annually)
Use the Custom option if you need a more personalized recurrence schedule

6. Tap the checkmark (✓) icon on the top-right corner to save transaction

7. Redirected to Transaction List screen where you can tap on Recurring Tab below Search Bar to view recently created recurring transfer

Future transfer transactions will update the account balance automatically, once the transfer transaction date arrives

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