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.
Reviewing Fixed and Variable Costs
How to separate fixed and variable costs and review them, using imported statements and spending by category.
Keeping the Budget Report True to Your Spending
Tips for bringing in receipts so the budget report reflects what you actually spent.
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.
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.