Mercury automatically assigns a category to card-based transactions made within the US. These categories help you track spending and manage your books more effectively.
Viewing assigned categories
You can view the automatically assigned category from the Transactions page of your Mercury account. Simply click into the transaction in question to view the populated category beneath the merchant name.
Note: If the category seems incorrect, click the tooltip next to it to suggest an edit. You'll be prompted to enter the merchant's name, website, and your suggested category.
Available Categories
Mercury supports 39 default categories:
- Advertising
- Airlines
- Alcohol and Bars
- Books and Newspaper
- Car Rental
- Charity
- Clothing
- Conferences
- Education
- Electronics
- Entertainment
- Facilities Expenses
- Financial Institutions and Fees
- Food Delivery
- Fuel and Gas
- Gambling
- Government Services
- Grocery
- Ground Transportation
- Insurance
- Internet and Telephone
- Legal
- Lodging
- Medical
- Memberships
- Office Supplies
- Other
- Other Travel
- Travel
- Parking
- Political
- Professional Services
- Restaurants
- Retail
- Rideshare and Taxis
- Shipping
- Software
- Taxes
- Utilities
- Vehicle Expenses
Applying custom categories
To apply custom categories that matter most to your business, you'll need to create them first. Head to Settings > Categories to get started or read more in the following article.