Transactions & budgets

Transactions, categories, budgets, goals, spending and subscriptions.

24 articles

• Understanding internal transfers and transfersWhy moving money from one of your accounts to another isn't a real expense, and how to spot it in Noryo.
• Reduce your recurring spendingA simple method to sort through your subscriptions and direct debits, and lastingly lighten your fixed costs.
• Understanding the details of a transactionEverything you find when you open a transaction: category, note, merchant, linked document, and possible actions.
• Set clear savings goalsTips for setting realistic savings goals and using the simulator to estimate your target date.
• Understanding your budgetsHow category budgets work, their alerts, and best practices to avoid overspending.
• Automatic categorisation rulesCreate rules like all payments from this merchant so your choices apply automatically to future transactions.
• Create a savings goalSet a goal (travel, purchase, emergency fund) and track your progress, with a simulator to estimate the achievement date.
• Refine a custom categoryCreate and adjust your own categories so your spending matches your reality, not the other way around.
• FAQ: search and anomaliesHow to find a transaction, filter your list and understand transactions flagged as unusual.
• FAQ: Rules and RecategorizationCommon questions about category modification and automatic rules.
• Track your cash spendingYour cash payments do not show on your statements: here is how to record them for a complete view of your budget.
• Recategorise in bulk with a ruleSort all of a merchant's payments at once and automate the next ones with a categorisation rule.
• Make the most of monthly budgetsCategory limits, progress bar, orange and red alerts: get the most out of your budgets on a daily basis.
• Managing anomalies and alertsNoryo spots unusual transactions and price increases: learn to understand them, check them and act.
• Frequently asked questions: categoriesAutomatic categorization, recategorization, merchant rules, and transactions to classify: your questions about categories.
• Expenses and subscriptions: frequently asked questionsAnswers to common questions about manual expenses, categories, subscriptions, and duplicates.
• Frequently asked questions: transactionsA balance that does not add up, missing transactions, duplicates, cash spending: quick answers about your transactions.
• Categorize a transactionRecategorize a transaction, add a note and attach a document, then turn your choice into a rule for the future.
• Understanding categoriesHow Noryo sorts your spending: the category taxonomy and the automatic categorisation of your transactions.
• Browse and filter your transactionsFind any transaction using the search, filters, and period selector.
• Master your recurring subscriptionsNoryo detects your subscriptions, identifies price increases and duplicates across banks, and helps you cancel.
• Set a budget by categorySet a monthly limit per spending category and track your consumption in real time.
• Add a manual expenseRecord your cash or off-bank payments for a complete view of your spending.
• Budgets and goals: frequently asked questionsDifference between budget and goal, cash consideration, limit modifications: your answers.