How to Import Transactions in TimelyBills

You can import transactions from PDF statements or Excel files using the TimelyBills mobile app or web portal. AI powered extraction helps you import data from supported documents, while the TimelyBills Excel template lets you import without a separate transaction review step.

Steps to Import Transactions

1. Open Import Transactions

• Mobile app: Tap the + (Plus) button on the Home screen and select Import.
• Web portal: Sign in at web.timelybills.app and select Import Transactions from the left-side menu.
  

2. Upload your file by selecting PDF or Excel tab, then tap on Tap to Upload card on mobile app or click New Import on the web.

3. Choose your File, enter its password if it is password-protected, and select Upload. If prompted, review and accept the Import Policy to continue.

4. TimelyBills AI will process your document and extract the transactions. You can track progress on the Import screen or in Import History section.

5. Once processing is complete, you'll receive a Notification on your device

6. Now the transactions are ready for review and you may perform edits as per choice:

• Check and Edit Details such as the date, amount, merchant, category and transaction type (expense or income)
• Choose an Existing account or create a New account for the transactions.
• Deselect any transactions you do not want to import.

In case using the TimelyBills Excel template for import then a separate transaction review step is not required. Make sure the details in your Excel File are correct before uploading, then follow the on-screen instructions to complete the import.

7. Complete the import

After reviewing, select Add Transactions or Confirm, depending on your platform.  If an import summary appears tap Proceed Anyway to complete the import or select cancel to make additional changes.

8. Once completed, you'll receive an Email confirming that your transactions have been successfully imported and are ready to use.

Need help?

Contact us at support@timelybills.app if you have questions or encounter any issues.