How to Sort/Reorder Categories
To reorder your budget categories on the Budget screen in the desktop version of Billroo, follow these easy steps:
Scroll your mouse to the left of the category you wish to move.
This action will reveal square dots next to the category.
Click and hold the mouse button on these dots to drag the category up or down.
Release the mouse button to place the category in your desired position.
The order of your categories on the Budget screen will also set the order of categories in the drop-down menu on the Transaction screen when you are recategorizing transactions. So, feel free to arrange them in a way that makes the most sense for you!
Sorting Transactions Alphabetically by Category
If you want to sort your transactions alphabetically on the Transaction screen, it’s super simple! Just follow these steps:
Click on the header at the top of the Category column. This will sort your transactions alphabetically.
Clicking the header a second time will sort them in reverse order. This feature is particularly handy as it will bring transactions with no category to the top of the Transaction list, allowing you to easily identify any transactions that need categorizing.
We hope this guide helps you manage your budget and transactions more effectively in Billroo! If you have any questions or need further assistance, feel free to reach out to our support team.
You can also check-out this brief video demonstrating how to reorder Categories.