Transactions

You can retrieve deleted transactions by following these steps: 1. Go to the Transactions tab. 2. Navigate to the History section. 3. Under the Histor...

Splitting transactions in Billroo is easy and ensures your budget accurately reflects reimbursements from friends or family. If you paid for something...

To edit multiple transactions in Billroo, follow these steps: Go to the Transactions Page : Navigate to the section where all your transactions are li...

Here’s a quick breakdown of how to categorize different types of transactions in Billroo : Any payments where money is simply moving between your ow...

The auto categorise feature may not always be 100% accurate initially. The system learns and improves over time as you manually categorise transacti...

In some cases, mortgage transactions in Billroo may appear as positive amounts instead of negative. This issue arises because the system records two s...

You can categorise credit card payments as transfers. This ensures they are excluded from your income and expense calculations, helping to keep your b...

To remove transaction rows, click the checkbox on the right side of the row (it appears when you hover over it). Once selected, you'll see a "Delete" ...

Here’s a workaround to resolve this issue: 1. For the transaction leaving your offset account, categorise it as your “Mortgage Expense” (or “Investmen...

If you’ve just connected your bank account, please note that it may take up to 60 minutes for all of your transactions to fully sync and appear in you...

Here's how to handle it: Step 1: Categorise the original transaction When you pay for something like a doctor’s visit, Billroo will automatically cate...

Here’s how you can filter transactions to show only CSV uploads: Log in to your Billroo account. Go to the 'Transactions' page: https://app.billroo.c...

Billroo’s search functionality allows you to quickly locate specific transactions using descriptions and tags. This feature is especially useful when ...

Here is a tutorial on how to do this   https://www.loom.com/share/a468425da1e34cb387212e258cef1254?sid=420b4009-750c-44b1-b415-7e916327357a

To view your transactions, please follow these steps: Go to the Overview tab. Select the date range for the transactions you want to view. Navigate ...

1. Navigate to your Transactions tab. 2. Use the filters to display only Manual or CSV Imported transactions. If you need assistance with this, here a...

Billroo can distinguish between debit and credit transactions during CSV imports, but sometimes the sign of amounts may need manual adjustment. When u...

Click on the Transactions tab. Under History , you will see Filter by Account . Click on it and select the bank account containing the unwanted tr...

1. In the Overview tab, change the date filter to display dates before the specific date. 2. Select any category. It does not have to be from the expe...

Regarding Open Banking update frequencies, here's what you can expect: Transaction updates typically occur every few days Transactions are only displa...

The “Transfer” category should only be used when you’re moving money between your own accounts (e.g. from salary account to offset account). If mo...

We’re actively working on a fix for this issue and want to thank you for your patience. At the moment, our duplicate transaction detection only preven...