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.
Reading the Budget Report
How to open the budget report and what it shows, including budget progress and the monthly report, plus where AI is used in ReceiptRoller.
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.
Importing Bank and Credit Card Statement Screenshots
How to import screenshots of statements from your banking or credit card app. AI reads the date, merchant and amount, and records spending and income (deposits) separately. Importing the same statement twice does not create duplicates.
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.