Budgeting
Video Tutorial: Create Your First Budget
Budgeting
How to Create your Budget
If you want to manage your money better this year, I have great news! Today, I’ll share exactly how to budget step by step. 50% needs 30% wants 20% sa...
How to Track and Manage Savings
In the Budget tab, you’ll see a Savings section. This is where you can set your savings goals. 💸Transferring to Savings When you move money to yo...
Your Investment Budget
The purpose of the Investment budget is to assist you in allocating funds from your budget towards investments each month, and tracking your progres...
Generating Tax Reports
This is a great feature in Billroo, check out the video! This tool helps identify transactions from throughout the year which may be tax deductible...
Overview Page Explained
How Are Monthly Totals Calculated
The Overview calculates your financial totals and compares them to your budgets for a selected date range. It organizes your transactions into five ca...
Steps to Filter by Category and View Totals
1. Go to the Overview tab. 2. Navigate to the Calendar, where you can choose to filter by days, month-to-date, year-to-date, or a specific date range....
This Month vs. Month to Date Filters
Based on valuable user feedback, we've introduced two distinct ways to track your progress against your monthly budget: "This Month" and "Month to Dat...
Comparing YTD and Monthly Finances
This feature is designed to help you gain insights into your financial trends over time, and is currently available on the desktop version of Billroo....
Custom Date Ranges
On the Overview page you can set custom date ranges to track your spending over a specific timeframe of your choice. For example, you may wish to tr...
Budget and Expense Summary Discrepancy
If you’ve noticed a discrepancy between the budget you’ve set and the expense summary displayed in the overview tab, this is likely caused by the dat...