How can I download a transaction statement as PDF or Excel?

Steps to download account's transaction statement

1. Launch the TimelyBills app on your device

2. Scroll up on Home screen 

3. You will see the Transaction card

4. Tap on View All of the Transaction card

5. Tap on the Download icon (Top right corner)

5. Enter the required details:

• Date Range: Select From and To duration
• Accounts: Select account to filter your transactions (In case you want to select all keep it blank)
• Report Type: Choose Transaction List or Group By Account
• Transaction List: Displays all your transactions in chronological (ascending) order in single sheet
• Group By Account: Organizes transactions by account, showing separate sections in PDF or separate sheets in excel for each account.
  
• Report Format: Select Excel or PDF
  

6. Tap SEND OVER EMAIL button to receive your statement.

If you don't get the email after 30 minutes, please contact support at support@timelybills.app