Getting Started

How do I add new payment types and edit or delete old ones?

With the manage tab above the payment type filter, you can easily create new payment types and delete old or incorrect ones.

Creating a new payment type

Step 1. Simply select a receipt in the receipts tab so you can see the image, and click on the payment type drop-down.

Step 2. Select Add New Card.

Step 3. Type in the last 4 digits of the card, and hit the Save button.

Editing an existing payment type

Step 1. Go to your receipts tab, and select manage next to the payment type filter.

Step 2. Hover over the desired card number, select edit on the right side, enter the new number and hit save.

Note: when editing a payment type, the updated card number will retain all categorization rules associated with the previous number.

Deleting an existing card number

Step 1. Go to your receipts tab, and select manage next to the payment type filter.

Step 2. Hover over the card and select the delete button.

Note: when a payment type is deleted, all category rules associated with it will be removed as well.