How do I set up family budgeting on TimelyBills? : TimelyBills

To create and manage a budget with a group on TimelyBills, you'll need a Pro Family subscription that includes access to the group feature, all pro and basic features.

If you're not part of a group yet, create one on TimelyBills by inviting others to join your group. Refer to FAQ How do I set up a family group in TimelyBills? for detailed instructions.

Follow the below steps to create a group budget (once you are part of the group already)

Go to the Dashboard.

Select the Budgets tab.

Click on the + button at the top right corner.

Choose Create a Family Budget from the options provided.

Fill in all the necessary details to create the budget.

Navigate to the Dashboard to view and manage your family budget.

Look for the group icon at the top right corner of the screen.

Toggle to group mode

Navigate back to the Budget tab to access and manage your all-family budget within the family/group setup.

Family Budget Notifications / Alerts: TimelyBills supports the following types of family notifications.

Overspending Notifications / Alerts: This feature alerts all members of the group when spending exceeds the group budget. It helps members stay informed about group spending habits and encourages more effective financial management.

Spending Notifications Alert: The Spending Notifications Alert feature sends real-time notifications when spending exceeds set budget thresholds. It helps users stay informed about their spending and manage their budget effectively.

Sharing/Unsharing Budget Notifications: When someone in the group shares or unshares a budget with others, notifications are sent to keep everyone informed about these changes. This ensures transparency and allows all members to track budget progress at any time.

Sharing/Unsharing Goals Notifications / Alerts: When a goal is shared or unshared within a group, notifications or alerts are sent to all relevant members. These notifications ensure that everyone is updated on changes, promoting transparency and keeping all members informed about goal progress and updates.

Sharing/Unsharing Account Notifications / Alerts: When an account is shared or unshared within a group, notifications or alerts are sent to all involved members. These updates ensure that everyone is aware of changes to account access, promoting transparency and helping members stay informed about account status and activity.