Each expense that you track in Hurdlr requires a Vendor. The Vendor would be the company, store, or person that you made the purchase through. For example, if you purchase gas at “ABC Gas & More”, “ABC Gas & More” would be the Vendor for that particular expense.
If you have a bank account, credit card, or other integration linked, the Vendor name is pulled into Hurdlr automatically. If you’re manually entering an expense, you may need to add the Vendor if you haven’t already tracked expenses for that particular Vendor.
To Add a New Vendor while Manually Entering an Expense
Navigate to the Expenses Dashboard (Free & Premium)/Transactions Dashboard> Money Out (Pro)
On the mobile app, tap the ‘+’ sign in the top right corner, or on the web app click ‘+ Add Expense’
Select the ‘Vendor’ field
On the mobile app, tap on the ‘+’ sign in the top right corner or on the web app, click ‘Add A New Vendor’
Enter the name of the Vendor you want to add
To Save the Vendor, tap the ‘Add’ button
To Add a New Vendor from the Settings Menu
On the mobile app, tap the 3 dots in the top left corner or on the web app, click the gear icon in the top right corner
Select ‘Vendors’
On the mobile app, tap the ‘+’ sign in the top right or on the web app, click ‘+ Add’
Enter the name of the Vendor, and click ‘Save’
Merging Vendors
Vendor names are pulled directly from the transaction data that pulls in from your linked bank. Since the way banks display vendor names can vary both between banks and between transactions, it’s possible that different variations can pull in for the same vendor. For example, transactions from Costco, could pull in as “Costco Wholesale”, “Costco Whsle”, “Costco”, and “Costco Gas”, however, those are all the same vendor. To clean up your vendor list and make it easy to view your expenses by vendor, you can merge vendors so that all of the variations are updated to the one main vendor name.
Once vendors are merged, it cannot be undone.
To do so:
Click on the gear icon in the top right corner of the web app
Select ‘Vendors’
Click on the variation of the Vendor name that you’d like all of the transactions to reflect
Use the ‘Merge Vendors’ field to select the variations of the Vendor name that should be merged
Click ‘Save’
You will receive a pop-up confirming that you want to merge the selected vendors, click ‘Continue’ to proceed with the merge
This will merge the variations of the Vendor’s name together so the Vendor name is the same for each transaction.