Online Accounts (Connected with Bank) (23)

FAQ regarding online accounts in TimelyBills.

Who is Plaid and what role does it play in TimelyBills?

Modified on Fri, 30 May at 12:53 AM
What is the difference between an "account" and an "institution" in TimelyBills?

Modified on Fri, 30 May at 12:51 AM
How can I sync past or missing transactions (Advance Sync)?

Modified on Fri, 30 May at 12:49 AM
How far back can TimelyBills access my bank transactions?

Modified on Fri, 30 May at 12:47 AM
How do I connect my bank or financial institution in TimelyBills?

Modified on Fri, 30 May at 12:46 AM
How do I add or remove accounts from an already connected bank/institution?

Modified on Fri, 30 May at 12:44 AM
How can I hide or exclude transactions from an online account in TimelyBills?

Modified on Fri, 30 May at 12:34 AM
What does 'hiding an online account' mean?"

Modified on Wed, 3 Jul, 2024 at 11:58 PM
What does 'hiding an online account' mean?"

Modified on Wed, 10 Jul, 2024 at 11:34 AM
How can I define custom category mapping rules for transactions from my online accounts?

Modified on Fri, 30 May at 12:28 AM