How Do I Delete a Manual Account?

Modified on Sun, 11 Oct at 11:47 PM

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account directly from the Account options, it is useful when closing a bank account, paying off a loan, removing an outdated asset or cleaning up accounts that are no longer relevant


Steps to Delete a Manual Account

  1. Open the TimelyBills app on your device
  2. Navigate from Home screen to Account screen
  3. Select the account you want to delete from the account list.
  4. Tap the Options (⋮) in the top-right corner and select the Delete Account option
    • A confirmation pop-up will appear with two options: 
      Delete with Transactions: Removes the account and all its associated transactions, affecting related reports and budgets.
    • Delete without Transactions: Removes the account but keeps its transactions in your history and reports.

5. Confirm your selection to complete the deletion

6. Once deleted, the account will no longer appear in the Accounts list and during create/edit of any type of transaction 



Helpful Tips

  1. Understand the Impact on Net Worth: 
    • Deleting an account can affect your overall net worth calculation.
    • Deleting a Loan or Credit Card account typically increases net worth because liabilities are removed.
  2. Deleting cash, bank, investment or asset accounts typically reduces net worth because those assets are no longer included in the calculation.
  3. Choose Delete without Transactions if you want to maintain historical spending, income, and reporting data while removing the account itself.
  4. If the account contains important financial history, consider reviewing transactions and reports before proceeding, especially for long-term budgeting and net worth tracking.
  5. Any account included in Net Worth calculations will be automatically removed from the calculation after deletion ensuring your financial overview stays accurate.


If you counter any problem or have a query, please contact support at support@timelybills.app.


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