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Merchants — Transaction Attribution

Overview

Section titled “Overview”

The Merchants page shows all merchants in your database — both those created automatically by the rule engine and those assigned manually. Each merchant has a default category and subcategory that auto-populates when you select it during transaction editing.

Merchants page showing the merchant list with categories, rule counts, and transaction counts

Summary Cards

Section titled “Summary Cards”

Four cards across the top:

  • Total — total merchant count
  • With Rules — merchants that have at least one rule engine pattern
  • With Transactions — merchants assigned to at least one transaction
  • Uncategorized — merchants without a default category (warning color if > 0)

Merchant Table

Section titled “Merchant Table”

| Column | Description | | ---- | ---- | | Name | Merchant name (sortable) | | Category | Default category assignment | | Subcategory | Default subcategory assignment | | Rules | Number of rule engine patterns | | Transactions | Number of transactions using this merchant |

Click any row to open the detail panel for editing.

Adding a Merchant

Section titled “Adding a Merchant”

Click + Add Merchant in the page header. Enter:

  • Name — the merchant name
  • Category and Subcategory — default classification

The merchant is created immediately and available for rule assignment and transaction categorization.

You can also create a merchant directly from a transaction: in the transaction detail panel, type a new name in the Merchant field and click + Create "...". When you save the transaction, the category and subcategory you picked become the new merchant's defaults.

Editing a Merchant

Section titled “Editing a Merchant”

Click any merchant row to open the detail panel:

Merchant detail panel showing default category, subcategory, linked rules, and transaction count
  • Name — rename the merchant
  • Category / Subcategory — change the default classification

The panel also shows navigation buttons to:

  • Rules — view and edit this merchant's rule patterns on the Rules page
  • Transactions — view all transactions assigned to this merchant

Deleting Merchants

Section titled “Deleting Merchants”

Select merchants using the checkboxes, then click Delete in the bulk action bar. Deleting a merchant removes it from transactions and rules.

How Merchants Relate to Rules

Section titled “How Merchants Relate to Rules”

Each merchant can have multiple rule engine patterns. When a pattern matches a transaction description, the rule assigns the merchant (along with its category and subcategory) to the transaction.

Changing a merchant's default category updates all of that merchant's transactions — except ones you categorized by hand. Manually categorized transactions (marked "Manually overridden" in the detail panel) always keep your choice, whether the change comes from a merchant edit or a rules re-run. To hand one back to automatic categorization, clear its override in the transaction detail panel.

Section titled “Related Guides”