How to select specific accounts while creating budget?

TimelyBills allows you to associate one or more accounts with a budget, helping you track spending for selected accounts only.

To select specific account while creating a budget

1. Open the TimelyBills app on your device.
2. Navigate to the Budgets section from the home screen.
3. Start to create budget.
4. Tap Select Accounts while creating budget
5. Choose the account or accounts you want to include in the budget.
6. Review the budget details 
7. Tap on create to complete the create budget.

To update specific account for an existing budget

1. Open the TimelyBills app on your device.
2. Navigate to the Budgets section.
3. Select the budget you want to edit.
4. Tap on Pencil icon to edit the budget details 
5. Select "This and All Future".
6. Tap Accounts fields.
7. Select or deselect account or accounts as needed.
8. Review the changes
9. Tap on update to save the account related budget changes

How to verify the linked accounts?

• Open the Budget Details screen.
• Tap the linked account section to view all accounts associated with the budget.
• Confirm that the selected accounts have been updated correctly.

Need Help?

If you experience any issues while updating the accounts linked to a budget, please contact our support team at support@timelybills.app