Merchant Filtering

Merchant Filtering lets you hide individual merchants (payees/vendors) across an entire statement. All transactions from that merchant are redacted at once — no matter how many times they appear.

How It Works

1. Run Auto-Detect or apply a Preset first — this extracts the merchant list from your PDF's text layer.
2. Open the Filter tab in the sidebar.
3. You will see every unique merchant name found in the document.
4. Toggle a merchant's switch to hide it: every transaction line referencing that merchant across all pages is covered.

Use Cases

• Privacy: Hide recurring medical providers, subscription services, or entertainment spending before sharing with a landlord or employer.
• Minimal disclosure: Keep only salary deposits visible; hide all spending merchants.

Combining with Manual Redactions

Merchant redactions are additive. You can filter some merchants, let other purchases remain visible, and add manual rectangles for anything else.

Availability

Merchant Filtering requires a Pro subscription. The Filter tab is visible to Free users but the toggles are locked behind an upgrade prompt.