Your data
Your directory
The saved name lists behind every picker (retailers, brands, emails, banks and cards, sales platforms, income payers and categories, venues, expense stores): how a picker saves a new name the moment you type it, the Bank : card bulk syntax and free-text card labels, what renaming or deleting a name does to orders that already use it, the ten-second Undo toast, and the guard that stops a list being wiped.
In short
Every picker in the app reads from a list you own: the retailers you buy from, the brands you stock, the email addresses you order with, your banks and the cards on them, the marketplaces you sell on. Those lists live in Settings → Directory. Most of them fill themselves in as you work, and this page is where you tidy them.
What the full guide covers
- What the lists are
- Adding as you go
- Banks and cards
- Editing and deleting
The full guide is for members
Every step and every button, written out. It opens with your account, along with the app itself, free while we are in beta.