Vendors
Vendors let you track which companies or individuals you pay. Attaching a vendor to a transaction makes expense reports more useful and feeds into auto-categorization rules.
Adding a Vendor
- Go to Vendors in the left sidebar
- Click + Add Vendor
- Enter the vendor name and click Save
Editing a Vendor
Click the edit icon on any vendor row, update the name, and click Save.
Deleting a Vendor
Click the delete icon on a vendor row and confirm. Deleting a vendor does not delete or modify its transactions — the vendor link is removed (vendor_id is set to null) but all transaction history is preserved.
Attaching Vendors to Transactions
When adding or editing a transaction, select a vendor from the Vendor dropdown. Only vendors you have created appear in the list.
You can also attach vendors in bulk using Auto-Categorization Rules, which can assign a vendor automatically based on the transaction description.
Tips
TIP
Set up your most common vendors before entering transactions. Once they exist, rules can auto-assign them on every sync.