How to Remove a Transaction

Edited

How to delete a transaction from your Billroo account.

On the Mobile App

If you're using the Billroo mobile app, follow these steps to remove a transaction row:

  • Click the checkbox next to the transaction you wish to remove.

  • A pop-up will appear on your screen.

  • Select the option labelled Delete Selected to confirm the removal.

On the Website

If you're accessing Billroo through the website, here's how to delete a transaction row:

  • Locate the checkbox on the right side of the transaction row you want to delete.

  • Once you check the box, a Delete option will appear in the top right corner of the screen.

  • Click on Delete to remove the selected row.

Marking Transactions as Transfers

Alternatively, if you prefer not to delete a transaction, but don't want it to be included in your budget/expenses, then you can categorize it as a transfer. This action will exclude the transaction from your overview report, allowing you to keep your records tidy without permanent deletion.

We hope this guide helps you manage your transactions more effectively in Billroo! If you have any questions or need further assistance, feel free to reach out to our support team.

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