New Feature: Merchant Insights Dashboard

Discover which merchants you spend the most with using our new Merchant Insights dashboard. Visualize patterns and make informed decisions.

See Your Spending by Merchant

Categories tell part of the story, but knowing exactly which merchants get your money reveals the full picture. That's why we built the Merchant Insights dashboard.

What You'll Find

The new Merchants page shows:

• All merchants: you've transacted with, sorted by total spending

• Transaction counts: per merchant

• Category assignments: for each merchant

• Merchant logos: for quick visual recognition

Using Merchant Insights

Identify Top Spenders

Click "Sort by Amount" to see where the most money goes. You might be surprised—that coffee shop visits add up!

Spot Subscriptions

Recurring charges to the same merchant often indicate subscriptions. Use this to audit what you're paying for monthly.

Track Specific Merchants

Click any merchant to see all transactions from that business in one place.

Actionable Insights

Here's how to use merchant data:

  1. Negotiate or switch: If one grocery store dominates, shop around for better prices

  2. Cancel unused services: Identify subscription merchants you no longer use

  3. Reward optimization: Ensure you're using cards with best rewards for top merchants

Coming Soon

We're working on:

• Merchant spending trends over time

• Comparison to category averages

• Smart alerts for unusual merchant activity

The Merchants page is available now for all users. Check it out in your dashboard!

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