For First Transaction

For Second Transaction

If you want to edit existing Merchant name, please use 'edit' option next to merchant name.

If you want to add a new merchant name then click on 'Add new merchant'.

When you delete a merchant name, all transactions associated with this merchant will have merchant name as 'NA'.

Add Tag Rule will assign the tag to each occurrence of the merchant or category you have assigned the tag to.

Edit/Delete a Tag at a global level (for all transactions)

When you delete a category, all transactions assUncategorized

If you want to merge multiple categories into one single category, please use the "Add Category Rule" option. For example, if you want to merge "Restaurant" category into "Food" category, you can use the "Add Category Rule" option to create a rule that will move all transactions from category "Restaurant" to category "Food".

When you delete a category, all transactions associated with this category will have category name as 'Uncategorized'.