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.
Creating Custom Categories
There are two main ways to create custom categories in Billroo:
1. Recategorizing a Transaction
When you're on the Transaction page, you can easily add a new category while editing a transaction.
On the App: Simply tap on the category while editing a transaction, and select + Add New Category. This new category will be available for all future transactions as well.
On the Desktop Version: Click the arrow next to the category of a transaction, scroll to the bottom, and select + Add New Category. Just like on the app, this category will be available for future transactions.
2. Setting Up or Editing Your Budget
You can also create custom categories while setting up or editing your budget on the Budget page.
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.
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!