How do I create a monthly budget?

Modified on Wed, 7 May at 1:10 PM

To create a monthly budget in TimelyBills, follow these steps:

1. Navigate to

2. Choose Budget Type

Choose “Personal” or “Group” depending on your need.

3. Enter Budget Details

Select “Monthly” as the budget period.
(Optional) Choose specific category or categories to track. If you don't select any category, the budget will automatically apply to all categories, effectively working as a general monthly budget that tracks total spending for the month.
(Optional) Choose a specific account. If not selected, the budget will apply across all accounts.
Set a budget amount, and customize the budget name, icon, and spending alert threshold.

4. Review & Confirm
Double check all the budget settings.

5. Finalize Budget

Tap Create Budget to finalize and activate it.

Your monthly budget will now be active, and TimelyBills will track your expenses and send alerts based on your settings.