How can I add an account ?
Adding accounts on our app helps to keep finances in one place, whether it's a checking account, credit card, investment, loan, cash, wallet or asset Steps to add an accoun...
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Manual Accounts (Not connected with Bank) 18
FAQ regarding offline accounts in TimelyBills
How to edit starting balance of an account?
You may edit the starting balance of an account. This functionality allows you to adjust the initial amount you set when creating the account. Changes made will reflect in the ...
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How Do I Delete a Manual Account?
Delete account directly from the Account options, it is useful when closing a bank account, paying off a loan, removing an outdated asset or cleaning up accounts that are no lo...
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How can I get my account statement in PDF/Excel?
You can request an account statement in PDF or Excel to view and download in the app. A copy is also sent to your registered email address. Steps to download an account sta...
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How is Net worth calculated in TimelyBills?
Your net worth is a snapshot of your family’s financial health. It’s the total value of everything you own — like cash, savings, investments, property — minus everything you ow...
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What does 'Archive Account' mean?
The Archive Account feature lets you hide accounts you no longer wish to use but let you keep its transactions. Once archived, the account becomes Inactive which means you won’...
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How can I hide my account from being shown when adding transactions?
TimelyBills allows you to Hide Bank Account and optionally Exclude its Transactions. This can be useful if you want to temporarily remove certain accounts or transactions from ...
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How to manage and track Lending accounts?
Lending accounts are used to record and manage money or assets that you have lend to someone Steps to create a lending account: Go to Home > Account Tap Plus Icon on to...
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How to manage and track borrowing accounts?
Borrowing accounts are used to record and manage money or assets that you have borrowed Steps to create a borrowing Account: Go to Home > Account Click on Plus Icon on...
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How can I set up a loan account in TimelyBills ?
Setting up a loan account helps you to track and manage your active loans from our app. Steps to create a loan account: Go to Home > Account Tap Plus Icon present o...
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