Add a Bank Account
Whether you're using our mobile app or the desktop version, we've got you covered with easy-to-follow steps to connect your bank account to Billroo.
💡Good to know: if you open new bank accounts - even with an existing bank - you will need to synchronize those accounts, they won't appear in Billroo automatically. You can disconnect/reconnect your bank accounts whenever you'd like to, this won't effect any existing data in your Billroo account, and won't remove or duplicate any previously synchronized transactions.
Adding a Bank Account on the Mobile App
To add a bank account using the Billroo mobile app, follow these steps:
Select Profile.
Tap on Manage Bank Accounts.
Choose Add New Account. You will reach a screen prompting you to consent to sharing your data sharing Fiskil, our Open Banking partner. If you have questions about Open Banking please check out this article: What is Open Banking
Once you press Continue, it will bring up a list of banks that can be connected. Select the bank you wish to connect. From there it will prompt you to login to your bank account to authorise the connection.
Please note that it can take up to an hour for transactions to appear in Billroo after connecting a new bank account. If your transactions still aren't showing, please follow the troubleshooting steps here.
Adding a Bank Account on the Desktop
If you prefer using the desktop version, here’s how to add a bank account:
Navigate to the Transactions tab.
Click on Import or Add Transactions.
Select Bank Connections.
Select Add Account
You will reach a screen prompting you to consent to sharing your data sharing Fiskil, our Open Banking partner. If you have questions about Open Banking please check out this article: What is Open Banking
Once you press Continue, it will show you a list of banks that can be connected. Select the bank you wish to connect. From there it will prompt you to login to your bank account to authorise the connection.
Please note that it can take up to an hour for transactions to appear in Billroo after connecting a new bank account. If your transactions still aren't showing, please follow the troubleshooting steps here.
Need More Help?
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!