How to Import Transactions in TimelyBills

Importing your data into TimelyBills is simple and straightforward. Follow the steps below to ensure a successful import. Make sure to fill out the provided template accurately before starting.

Step 1: Access the Import Section

1. Log in to the TimelyBills web app at web.timelybills.app.
2. From the left-hand menu, select Import Transactions to open the import page.
   
   

Step 2: Download the Template

1. On the Import Transactions page, click the Download Template link.

2. The template will be downloaded to your computer.

• This feature supports only English. Using a file in another language may result in errors.

Step 3: Complete the Template

1. Open the downloaded template in a spreadsheet editor, such as Excel or Google Sheets.
2. Follow the detailed instructions provided in the first sheet of the file.
3. Double-check all entries to minimize errors.

Step 4: Upload the Template

1. Go back to the Import Transactions page in the web app.
2. Click Choose File, then select your completed template file.
3. Confirm that:
   • The file size is under 3MB.
   • There are 100 accounts or fewer in the file.
   • The total transactions count does not exceed 3,000.
4. Click UPLOAD to submit your file for import.

Step 5: Confirm Import and Sync Data

1. After a successful import, you will receive a confirmation email.
2. It may take 5-10 minutes for the imported transactions to appear in the app.
3. Open the TimelyBills mobile app and check for the newly added transactions.
4. If the transactions do not appear, go to the Profile section of the app and select Sync Now to refresh your data.

By following these steps, you can seamlessly import your transactions into TimelyBills and take full control of your financial management!