Categorizing/Auto-Categorizing
What Are Tags and How Do They Work?
Tags let you group your transactions around a specific theme, event, or purpose so you can clearly see how much you’ve spent in that area. For example...
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....
Delete A Budget Category
1. Click on the "Budget" tab. 2. Locate the category you wish to delete. 3. On the left side of the category, you will see the "Delete" option. 4. Cli...
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). If mo...
Renaming an Existing Category on Billroo
How to Rename a Category If you’d like to rename one of your budgeting categories, Billroo makes it quick and simple to do so directly from your dashb...
How to categorise credit card payment
You can categorise credit card payments as transfers. This ensures they are excluded from your income and expense calculations, helping to keep your b...
Auto Categorisation Not Accurate
The auto categorise feature may not always be 100% accurate initially. The system learns and improves over time as you manually categorise transacti...
Using the transfer category correctly
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...
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 d...
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...