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Planning
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Platform
About
Resources
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English

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User Guides

Data Integrations in Timeline: Importing and Exporting Client Data
How to Export Client Lists in Timeline
How to Manage Your Team in Timeline | Timeline Help Centre

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Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England & Wales. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR

©2026 Timeline Holdings Ltd. All rights reserved. Privacy Policy | Legal & Compliance VAT number 437083884.
Timeline Portfolios Limited is incorporated under the laws of England and Wales, RC: 11557205, and is authorised and regulated by the Financial Conduct Authority (number 840807). 70 Gracechurch Street 4th Floor, London, EC3V 0HR
Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.