CSV Imports and the Unified Receipt View
Learn how to manage your receipt data alongside the bank and credit card statements you import via CSV, all on the same screen.
Totaling Spending and Managing Categories and Labels
The difference between categories and labels; how to add, rename, hide and reorder categories; how to create and apply labels; and how they are totaled in the budget report.
Reviewing Your Spending (Changes and Trends)
How to review a month's spending in the budget report: the change from last month, budget progress, and spending by category, by label, by day, over the last 6 months, and at your top stores.
Monthly Report
How to open the monthly report, which sums up a month of spending, and what it shows: spending, budget result, income and savings, categories, the stores you used most, and an AI-written review.
Budget and Income
How to set a monthly budget, budgets by category and by label, and your monthly income, and how to follow your progress in the budget report. The browser, the LINE mini app and the apps all use the same budget.
Importing Bank and Credit Card Statement Screenshots
Learn how to import screenshots of your bank or credit card statements into ReceiptRoller. AI reads the date, merchant, and amount automatically, recording spending and income (deposits) separately. Importing the same statement twice won't create duplicates.