How do I mark an income or expense transaction as a transfer?

Modified on Mon, 27 Jul at 1:05 PM

Steps to mark a transaction as Transfer:

Open the TimelyBills app on your device
Scroll down on Home screen and tap on the Transactions card.
Tap on the Income or Expense transaction to update.
Transaction detail screen opens, enable the Mark as Transfer toggle.
When the confirmation message appears, tap Yes to confirm the change or Cancel to keep the transaction unchanged.
Redirected to the Transactions screen where the transaction will now be displayed as a Transfer. You can also switch to the Transfer Tab to view it.

Helpful Tip

Want to change it back?
Open the transaction again and turn off the Mark as Transfer toggle. The transaction will revert to its original type (Income or Expense).
Transfer is the money moved between your accounts and is not considered into income and expense calculations

If you encounter any problem, feel free to connect with us on support@timelybills.app.

We will be happy to help

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