Applies to: Phone
Merchants and vendors
The Merchant field lets you record where an expense was incurred. Merchant names appear in reports, search results, and exports, making it easy to spot spending patterns.
Steps
- 1
Open the expense editor
Create a new expense or tap Edit on an existing one.
- 2
Enter the merchant name
Tap the "Merchant" field and type the name of the store, restaurant, vendor, or service provider.
- 3
Select a suggestion (optional)
MileLedger may suggest merchants you have used before as you type. Tap a suggestion to fill the field automatically.
- 4
Save
Save the expense. The merchant name now appears on the expense row and in all reports.
Filtering by merchant
Use the search and filter tools on the Expenses tab to find all expenses from a specific merchant.
The Insights screen shows a breakdown of spending by merchant when enough data is available.
Related articles
- How to add an expense · Expense management
- How to edit an expense · Expense management
- Searching and filtering expenses · Expense management
Still stuck? Contact support or browse Expense management.