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.
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.
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.
Totaling Spending and Managing Categories
Explains how to see your spending, automatically totaled by category from receipts and CSV imports.
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.