Vylo

What does “Remember merchant” do?

Save a category for future purchases from the same merchant.

Remember merchant saves your category choice for future matching purchases. A regular internet bill is a good example: choose Internet once and let Vylo reuse it.

On the iPhone review card, the same choice is called Always use this category.

What if this purchase is an exception?

Leave the option off. That changes the current transaction without saving a new merchant rule. This is useful at a store where you buy different things on different visits.

Will old purchases change too?

Don’t assume a saved merchant choice rewrites all earlier transactions. Check older purchases separately if you want to correct their categories.

If future purchases keep going to the wrong place, check that merchant’s saved choice and the category’s custom keywords.

On the web

  1. Open Transactions

    Choose Transactions in the left navigation.

    Vylo on the web: Open Transactions. The relevant control is outlined.
    Open TransactionsTap to enlarge
  2. Open the category picker

    Click the category on the transaction’s row.

    Vylo on the web: Open the category picker. The relevant control is outlined.
    Open the category pickerTap to enlarge
  3. Keep the merchant rule on

    Leave Remember this merchant checked. Choose the category to save that choice for future matching purchases.

    Vylo on the web: Keep the merchant rule on. The relevant control is outlined.
    Keep the merchant rule onTap to enlarge
  4. In the review queue, confirm the choice

    The review queue has the same checkbox below the category. Scroll within the card if needed. Check Remember this merchant, then click Looks Good.

    Vylo on the web: In the review queue, confirm the choice. The relevant control is outlined.
    In the review queue, confirm the choiceTap to enlarge

On iPhone

  1. Open the review queue

    Tap Review transactions on Home.

    Vylo for iPhone: Open the review queue. The relevant control is outlined.
    Open the review queueTap to enlarge
  2. Choose whether Vylo should remember it

    Always use this category applies your choice to future matching purchases. Turn it off for an exception.

    Vylo for iPhone: Choose whether Vylo should remember it. The relevant control is outlined.
    Choose whether Vylo should remember itTap to enlarge
  3. Confirm the transaction

    After choosing the category, swipe the card right to categorize it. Swipe left to leave it for later.

    Vylo for iPhone: Confirm the transaction. The relevant control is outlined.
    Confirm the transactionTap to enlarge