With BILLY, your transactions are categorised automatically 🙌 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 🤓
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 👇
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 👉 Private transfer If it's a withdrawal from your pro account to your private account 👉 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 😊
What's more, thanks to your questions, we'll be able to improve the category tooltip or even the intelligence of the automatic categorisation 🧠
See you soon!