Where to find it
Transactions, then the Merchants tab.
- Open Transactions → Merchants.
- Use the list to see who received the money, how often, and whether that spend is up or down.
- Merge merchants that are really the same shop. The bank’s wording is often different every visit. Unmerge and Undo are there if the join was wrong.
- A merchant budget is a budget for that shop inside its category, for example two supermarkets under groceries. Set it from the merchant, not as a new sidebar item.
Ranges include this month, 3, 6 or 12 months, year to date, or a custom range. Tags, on the next tab, are a separate label and do not merge shops.
What this does not do
Merging names does not combine bank accounts and does not move money. It only changes how Jarful groups the rows you already have.
Related
Still stuck?
Email [email protected]. Say what you clicked and what you expected. Please don’t send account numbers, passwords or bank statements.
Jarful is a budgeting tool, not a financial adviser. Nothing on this page is financial advice.