Overview Page FAQ
How does the Overview work and how are Totals calculated? What are the different filters for?
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 on the Overview page: "This Mon...
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...
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...