Creating Your Custom Categories
One of the great features of Billroo is the ability to fully customize categories for your income and expenses. Whether you prefer broad categories or more specific ones, we've got you covered.
You can create custom categories while setting up or editing your budget on the Budget page. You will need to set a Name, Duration (e.g. monthly/weekly) and Monthly Budget Amount, however you can change/adjust any of these afterwards.
On the App: Just press the + sign to create a new category. This category will then be available for categorizing transactions.
On the Desktop: Click the + Add New Category button to create a new category. This will also be available for categorizing transactions.
💡 Good to know: If you're in your Transaction screen and want to recategorize a transaction, you can create a new Category immediately, without needing to go to your Budget screen. This will then also be in your Budget for future use and tracking.
Subcategories
Click here to learn how to create Subcategories: https://help.billroo.com/en/articles/12569729
You can use subcategories to group expenses together while still having individual budgets. For example, you might have a Category called "Utilities" with the sub-categories of "Electricity", "Water" and "Internet".
Using Tags for Better Organization
In addition to custom categories, you can utilize the tagging function to group specific transactions together. This allows you to keep each transaction in its specific category while still being able to track related transactions easily.
With these tools at your disposal, managing your income and expenses in Billroo has never been easier! Happy budgeting!