How To Delete A Transaction or Bulk Delete Multiple Transactions

Edited

Step-by-Step Instructions

To delete multiple transactions at once, we recommend logging into Billroo on a computer.

  1. Go to the Transactions tab

  2. Locate the transactions you want to delete. For example, this might include using the search bar to look up a specific retailer or transaction detail, or the filter function to pull up a specific category or bank account or by filtering for a specific date range.

  3. Select the transactions you want to delete:

    1. Click on the checkbox in the right-hand column next to each transaction you want to delete.

      OR

    2. To select all transactions showing on the page, click the checkbox at the top of the right-hand column.

  4. Once you have selected the transactions, look for the small three dots located to the top right of the "Amount" column. Click on the three dots to open a menu.

  5. Press "Delete Selection".

  6. This will only apply to the transactions your have ticked, or if "All transactions" the transactions currently shown on the page. If you have more transactions to delete, simply repeat the procedure on the following pages.


Need Help?

If something doesn’t make sense or you have any questions, please don’t hesitate to reach out to us at support@billroo.com. We’re here to help!

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