Merchants
Totals are complete. Category detail fills in as you categorize.
Projected after these: ~100% categorized.
2 AI suggestions prefilled
- first american title$15,000
- summit contractors llc$6,500
- sq vendor$337
- paypal misc$189
The AI pre-fills its best guess in gold. Nothing saves until you press the button.
Merchant directory
Merchant aliases
3 exact · 2 contains aliases in effect. Every change is applied to all your transactions right away.
Add alias
Exact aliases
When the app groups a merchant under the wrong name, set the right one here. The target links to its merchant page.
| From | To | Status | |
|---|---|---|---|
| amzn mktp us | → amazon | 75 rows | |
| sq *blue bottle | → blue bottle coffee | 113 rows | |
| the gym downtown | → ghost roasters | dead |
Contains aliases
A “contains” alias matches any merchant whose name contains the text, and renames it to the Becomes value. When the two read the same (e.g. doordash → doordash) it isn't a no-op, it merges every variant that contains that text (doordash dashpass, doordash*wendys…) into one merchant. If several match, the longest one wins.
| Name contains | Becomes | Status | |
|---|---|---|---|
paypal * | → paypal misc | 4 rows | |
tst* | → local bistro | dead |