With BILLY, your transactions are categorised automatically ๐ Sometimes a transaction is trickier to categorise automatically, especially if the title is not precise enough.
How do you categorise a rent paid or an expense for which an invoice has been submitted? We'll explain it all to you ๐ค
Transactions to categorise
From your bank account, you can easily see the number of transactions that don't yet have a category. To highlight only these transactions, click on the following filter ๐
Screenshot to come
Find the right category
If you don't know which category to apply to a transaction, you can hover your cursor over the category to get a fuller description of it.
To help you, here are a few examples of categorisation:
Transaction examples | Categories |
I'm transferring money between my private account and my business account. | If it's a transfer from your business account ๐ Private transfer If it's a withdrawal from your pro account to your private account ๐ Private withdrawal |
I'm paying for a private expense from my pro account | Private expense |
I pay fees to my bank (e.g. application fees, credit opening). | Bank charges |
I pay rent, for example for my practice | Rent paid |
I pay a fee retrocession | Retrocession |
I make an advance tax payment or pay tax | Tax |
I deposit cash from the caisse | Cash deposit |
I pay my social security contributions | Social security contributions |
Not sure which category to choose?
Don't hesitate to come and ask us on the live-chat! The whole team will be delighted to answer any questions you may have about your category ๐
What's more, thanks to your questions, we'll be able to improve the category tooltip or even the intelligence of the automatic categorisation ๐ง
See you soon!