How can I get my account statement in PDF/Excel?

• Navigate to the dashboard > "Accounts."

• Select the account for which you want to generate a statement.

• On the account detail screen, click the download icon on the left to open the "Generate Statement" screen.

• Specify Date Range:

• Enter the Start Date and End Date for the statement period.
  
  

• Choose Report Type:

• Decide between:

             ->> "Transaction List": Provides a list of all transactions in ascending order (for selected accounts only, if no specific                        account is selected, all accounts are considered). 

           ->>"Group By Account": Provides transaction lists separately for each account (for selected accounts only; if no                              specific account is selected, all accounts are considered). 

• Select Report Format: 

• Choose either "Excel" or "PDF" as the output format for your statement.
  
  
• Select Report For: (This choice will come in case you are a TimelyBills group user)
  
  

• Personal Data: Includes only the data created by you.
  
  
  
  
• Group Data: Includes your data as well as data shared within the group by others.
  
  

• Click on the "SEND OVER EMAIL" button to request the statement.

• Wait for an email from TimelyBills with your report attached.

• If you do not receive your report within about 5 minutes, please contact the support team at [email protected] regarding this issue.

To get report considering multiple accounts: 

• Go to Dashboard > Menu > "Insights & Reports".

• Choose "Statement" and click "Generate Statement".

• Specify Date Range and Select Accounts (choose the accounts for which you want to retrieve transaction statements)

• Choose ‘Report Type’ and ‘Report Format’ and ‘Report For’ as described above. 

• Click "SEND OVER EMAIL" to request the statement.