How can I view spending distribution by category or merchant or by account?

Modified on Thu, 25 Jun at 1:46 PM

Spending Distribution Report provides a full fetch analysis of all of your transactions according to your selected category, merchant, or account


Steps to view Spending distribution:


1. Launch the TimelyBills app on your device

2. Navigate from the Home screen to the Assistant screen

3. Select Reports tab (Usually its selected by default)

5. Spending Distribution of All Categories will be shown under the category tab

  • Use the arrow icons to browse past or upcoming months
  • Use the Include Bills toggle to also include bills to be part of you spending distribution.

6. Spending Distribution of All Merchants will be shown under the merchant tab

  • Use the arrow icons to browse past or upcoming months
  • Use the Include Bills toggle to also include bills

7. Spending Distribution of all your Accounts will be shown under the account tab

  • Use the arrow icons to browse past or upcoming months

8. Slide the screen upwards to check the percentage share of the selected tab. Tap on any category/merchant/account, respectively, to view its detailed list of transactions.

9. 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: Apply a filter of a specific account(s) or tag(s) to filter the data

Red dot on the slider filter Icon and on the assistant tab means that a filter is currently active, and the data is shown based on that already active filter. 


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

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