Create Merchant

About​

Merchants can be used on Expenses & Subscriptions. They help separate the data so you can see how much your expenses are for going out ETC...

Video​

Tutorial​

The first step to create a merchant is to go to the Merchants on the Dashboard:

This will be the same on mobile as well. You will need to click on the create merchant button:

You will fill the Name & About fields in then click the Save button.

You have now created a merchant to be used in expense or subscription. You can now see the merchant in the Merchants home.

You can now click on your merchant to view it.

Edit Merchant

About​

Merchants can be used on Expenses & Subscriptions. They help separate the data so you can see how much your expenses are for going out ETC...

Video​

Tutorial​

The first step to create a merchant is to go to the Merchants on the Dashboard:

Now you will need to click on the merchant that you're wanting to edit.

Click on the Edit Merchant button under Actions Box.

You will fill the Name & About fields in then click the Save button.

You have now updated a merchant to be used in expense or subscription.

Delete Merchant

About​

Merchants can be used on Expenses & Subscriptions. They help separate the data so you can see how much your expenses are for going out ETC...

Video​

Tutorial​

The first step to create a merchant is to go to the Merchants on the Dashboard:

Now you will need to click on the merchant that you're wanting to edit.

Click on the Delete Merchant button under Actions Box.

Now you will have a pop up confirming you want to delete this merchant. Press the blue button to confirm.

You have now deleted the merchant.