Categorizing/Auto-Categorizing

This handy tool is designed to help you manage your transactions more efficiently by automatically assigning categories to synchronized transactions a...

To reorder your budget categories on the Budget screen in the desktop version of Billroo, follow these easy steps: Scroll your mouse to the left of ...

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...

When you manually recategorize a transaction, Billroo will automatically identify similar transactions and prompt you to change their categories as we...

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...

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...

It's best to categorise credit card repayments as transfers . This ensures they are excluded from your income and expense calculations, helping to ke...

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...

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...

If you've accidentally archived a category or simply want to bring it back to start using it again, follow these steps: Click on the three dots locate...

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...