Transactions & Transfer 22

Transactions & Transfer

How does a transaction affect my account balance?

Transaction updates the attached account balance in the following ways on the TimelyBills app 1. Immediate Updates:  Income, Expense, or Transfer transactions automaticall...

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Transactions & Transfer

Can I create future-dated expenses in TimelyBills?

Yes. TimelyBills lets you create a one-time expense for a future date to plan upcoming payments. Steps to create a future-dated expense: 1. Launch the TimelyBills app on y...

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Transactions & Transfer

How do I hide my transactions from group members?

You can easily hide a transaction from other group members by unsharing it. Steps to hide/unshare a transaction: Open the TimelyBills app. On the Home screen, scroll do...

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Transactions & Transfer

How can I change the category of a transaction?

It is very simple to change category of any transaction on our app Steps to change transaction category: Launch the TimelyBills app on your device On the Home screen, sc...

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Transactions & Transfer

How to add recurring expenses in TimelyBills?

The TimelyBills app currently don't have the feature to create recurring expenses however we recommend our users to Create Recurring Bills Reminder in the app rather than recur...

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Transactions & Transfer

How to Convert Credit Card Payments into Installments?

TimelyBills supports converting credit card payments into installments thereby automatically updating the account balance Steps to convert a credit card payment into instal...

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Transactions & Transfer

How to Import Transactions in TimelyBills

You can import transactions from PDF statements or Excel files using the TimelyBills mobile app or web portal. AI powered extraction helps you import data from supported docume...

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Transactions & Transfer

How do I create a refund transaction in TimelyBills?

Refund transactions can be created for any of the expense transactions you made earlier. In the system, they are created as negative expenses, so that it impacts the outgoing a...

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Transactions & Transfer

How to use Tags in TimelyBills?

TimelyBills lets you add Tags to your Income, Expense, and Transfer transactions so you can easily organize, filter, and analyze your financial activity. Tags help you quickly ...

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Transactions & Transfer

How do I edit the amount of a transaction?

You can easily update the amount of any income, expense, or transfer transaction in TimelyBills. Steps to edit amount of a transaction: Open the TimelyBills app. On the ...

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