Other Questions

Here, we address some common questions about using Billroo!

Yes! You can use a nickname for your bank accounts to help you easily identify one account from another. You'll find instructions on how to do that here.

While there isn't a dedicated note feature, you can use Tags to connect transactions from different categories. You have the flexibility to create and customize whichever tags you need. If there's something specific you want to note about a transaction, using a tag is a great way to do this!

Your Overview will only include finalized transactions from the Transaction page. Some banks do show pending transactions through Open Banking, and you can view these by clicking on the "Pending" button. However, please note that these transactions will not be included in your overview until they are finalized.

You can upload a maximum of 500 transactions per month via CSV, either in one upload or across multiple uploads. If your bank is compatible with Open Banking, it's best to connect your accounts to synchronize automatically. However, for Amex and other non-bank financial institutions, CSV upload can be a handy feature. You can learn more here.

You can interact with the AI in your Billroo account 30 times per month for free. This includes questions, comments, and clarifications. Check out this article: How to Use and Purchase AI Credits.

We value your feedback and suggestions! To request and vote for new features, be sure to check out our Roadmap. Your input helps us improve and tailor our services to better meet your needs!

If you have any questions or need further assistance, feel free to reach out to our support team via your Billroo account Feedback page, or by emailing support@billroo.com. We're here to help you make the most of your Billroo experience!