How to Change Categories for Multiple Transactions at Once

To change the category of multiple transactions at once, we recommend logging into Billroo on a computer for the best experience. Here’s how you can do it:

1. Use the search bar to find transactions from specific retailers or utilize the filters to display specific categories.

2. After locating the transactions you want to change, select them by clicking on the checkbox next to each transaction, or the top checkbox to Select All.

3. Once you have selected the transactions, look for the small three dots located to the right of the "Amount" column.

4. Click on the three dots to open a menu where you can edit the category for all the selected transactions at once.

5. This will only apply to the 50 transactions on the page, if you have more transactions to change, repeat the procedure on the following pages.

We are excited to inform you that we are working on additional bulk categorizing functions that will be rolled out soon. These enhancements will make it even easier to manage your transactions, both on the app and desktop versions of Billroo.

Thank you for using Billroo, and happy categorizing!