Categorizing/Auto-Categorizing
How Does Auto-Categorisation Work
This handy tool is designed to help you manage your transactions more efficiently by automatically assigning categories to synchronized transactions a...
Creating Your Custom Categories
One of the great features of Billroo is the ability to fully customize categories for your income and expenses. Whether you prefer broad categories or...
Renaming an Existing Category on Billroo
If you’d like to rename one of your budgeting categories, Billroo makes it quick and simple to do so directly from your dashboard on either the mobile...
Changing Categories for Multiple Transactions at Once
When you manually recategorize a transaction, Billroo will automatically identify similar transactions and prompt you to change their categories as we...
Splitting Transactions into Multiple Categories
If you've made a purchase that you want to categorize across more than one category, you can easily do this. For example, if you've made a purchase a...
Transfer Category: When to Categorise a Transaction as a Transfer (and When Not To)
The “Transfer” category should only be used when you’re moving money between your own accounts (e.g. from salary account to offset account) or whe...
How to Categorise Credit Card repayments
It's best to categorise credit card repayments as transfers . This ensures they are excluded from your income and expense calculations, helping to ke...
How to Categorize Mortgage Transactions
Welcome! Let’s walk through how to manage your home loan / mortgage transactions in Billroo so your budget stays accurate (and nothing gets double-c...
How to Archive a Category
If you've created a category that you no longer wish to use, archiving it is a simple and effective way to keep your budget organized without losing a...
Trouble-Shooting: Transactions not Auto-Categorizing
Auto-categorization is a handy feature in Billroo that helps you manage your transactions effortlessly. If this feature is turned off, you may find yo...
