Add a merchant

Add a shop or service you pay often, and its transactions get the right category automatically.

7 steps

  1. Step 1: Open More

    Tap the More tab.

    Step 1: Open More

  2. Step 2: Open Merchants

    Tap Merchants.

    Step 2: Open Merchants

  3. Step 3: Tap +

    Tap the + button.

    Step 3: Tap +

  4. Step 4: Name it

    Tap Merchant name and type the name.

    Step 4: Name it

  5. Step 5: Set a default category

    Under Assignment, tap Category and choose one. You can set a default account the same way.

    Step 5: Set a default category

  6. Step 6: Create the merchant

    Tap Create merchant.

    Step 6: Create the merchant

  7. Step 7: It's on the list

    From now on, choosing this merchant on a transaction fills in its category for you.

    Step 7: It's on the list

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