Skip to main content

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:

home-merchants.png

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

create-merchant-button.png

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

create-merchant-form.png

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

merchants-box.png

You can now click on your merchant to view it.