Add Merchant

External payee — store, restaurant, service provider, or any recurring vendor. Used as the payee in expense transactions.

Identity

Account Name *

Merchant Details

Display Name Friendly name shown in dropdowns. Defaults to account name if blank.

Purpose Default purpose — auto-fills on new transactions.

Subscription Recurring subscription billing?

Recurring Type Used by Auto Create Transaction (Phase 7).

Recurring Day (1–31) Day of month the charge falls on.

Recurring Month “Every Month” for monthly; pick a month for annual charges.

Default Category Auto-filled when this merchant is picked in the ledger.

Default Subcategory

Notes

Dashboard Visibility

Exclude from Dashboard

When enabled, this account’s balances, payments, and interest are hidden from all dashboard panels — KPI cards, 3-month trend, debt breakdown, CC balances, loan overview, and upcoming events.

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