5 results
2026-04-15
review
trends
budgeting
Reviewing Your Spending (Changes and Trends)
Explains how to review changes and trends in your past spending, and how to read the monthly and yearly comparisons.
2026-04-15
budget
goals
budgeting
Setting Your Monthly Budget and Goals
Explains how to set a monthly spending limit and per-category budgets and saving goals.
2026-06-11
statement import
bank statement
credit card statement
screenshot
budgeting
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.
2026-04-15
CSV
unified view
budgeting
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.
2026-04-15
budgeting
category
totals
Totaling Spending and Managing Categories
Explains how to see your spending, automatically totaled by category from receipts and CSV imports.