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

Modified on Tue, 20 Oct at 6:28 PM

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)

6. 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

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

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.
In case you wish to Download past statement select past dates in the Date range

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

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