Merchant

Merchant is an optional field for tracking where an expense happened. It is separate from category, so you can record both the place and the reason for a purchase.

For example, you might use:

• Merchant: Starbucks
• Category: Coffee

This makes it easier to review spending by shop, vendor, or payee without changing your category structure.

When to Use Merchant

Use Merchant when you want to know where you spent money, not just what type of spending it was.

Common examples include:

• Grocery stores
• Coffee shops
• Restaurants
• Online stores
• Utility companies
• Subscription services

Merchant is optional. If you do not need it for an expense, leave it as No merchant.

If you do not use merchants in a sheet, you can hide the Merchant field from that sheet’s settings by turning off Show Merchant.

Add or Select a Merchant

To set a merchant while adding or editing an expense:

1. Open the expense input screen.
2. Select Merchant.
3. Choose an existing merchant, or add a new one.
4. Save the expense.

Expenses shows merchants from the current sheet first, then merchants used in other sheets. You can also search for a merchant by name.

Category Suggestions

When you select a merchant, Expenses may suggest the category you used most recently with that merchant.

For example, if you previously saved Starbucks with the Coffee category, selecting Starbucks again can help fill in the same category faster. You can still change the category before saving.

Manage Merchants

You can manage merchants from the merchant selection screen.

• Add a new merchant with the add button.
• Rename a merchant if the name needs to be corrected.
• Delete a merchant to remove it from existing expenses.

When renaming or deleting a merchant, Expenses shows how many expenses will be affected before applying the change.

Filter and Review by Merchant

Merchant can be used in filters and reports, including Stats and Trends. This is useful when you want to answer questions like:

• How much did I spend at this store?
• Which merchants did I use during this trip?
• How much do I spend on a specific subscription?

Import and Export

Merchant is also supported in CSV import and export. When importing CSV data, use a Merchant or Merchant Name column to assign merchants to imported expenses.

Existing merchant names are matched case-insensitively, so Expenses can reuse the saved spelling and capitalization when possible.