With BILLY, your transactions are categorised automatically 🙌 Sometimes a transaction is trickier to categorise automatically, especially if the description is not precise enough.
How do you categorise rent paid or an expense for which an invoice was issued? We explain everything 🤓
Transactions to categorise
From your bank account, you can easily see the number of transactions that do not yet have a category. To display only these transactions, click on the following filter 👇
Screenshot coming soon
Finding the right category
If you are unsure which category to apply to a transaction, you can hover over the category to get a more complete description of it.
To help you, here are some categorisation examples:
Transaction examples | Categories |
I transfer money between my personal account and my business account. | If it is a deposit into your business account 👉 Private contribution
If it is a withdrawal from the business account to your personal account 👉 Private withdrawal |
I pay a personal expense from my business account | Private expense |
I pay bank charges (e.g. file fees, credit opening). | Bank charges |
I pay rent, for example for my office | Rent paid |
I pay a fee retrocession | Retrocession |
I make an advance tax payment or pay tax | Taxes |
I deposit cash from the till | Cash deposit |
I pay my social contributions | Social contributions |
Not sure about the category?
Feel free to ask us on the live chat! The whole team will be happy to help if you have any doubts about a category 😊
Plus, thanks to your questions, we can improve the category tooltip or even the intelligence of the automatic categorisation 🧠
See you soon!