Setting Your Monthly Budget and Goals
Explains how to set a monthly spending limit and per-category budgets and saving goals.
Examples of Saving Actions Based on Your Spending
Shares typical examples of the concrete saving actions the AI suggests based on your spending patterns.
Totaling Spending and Managing Categories
Explains how to see your spending, automatically totaled by category from receipts and CSV imports.
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.
Reading AI Suggestions
Explains how to read and use ReceiptRoller's AI suggestion feature.
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.
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.
User Help Index (E-Receipts, Budgeting, Coupons)
The user help index for ReceiptRoller. It gathers everything from receiving e-receipts, scanning paper receipts, and spending management via bank/credit card statement screenshots, to AI suggestions, coupons, and adding favorite stores with their notifications.
Types of Data You Can Import via CSV
Learn about the CSV formats and supported files for the bank and credit card statements you can import into ReceiptRoller.
What You Can Do with ReceiptRoller
An overview of what ReceiptRoller lets you do, walking through receiving e-receipts, scanning paper receipts, spending management, AI suggestions, and coupons.
Settings to Improve Suggestion Accuracy
Shares tips on settings and habits that make AI suggestions more accurate and better suited to you.