【FinTech 解密】學會新增商戶 至算識用gini!

By team gini on July 16, 2018

上回《gini自動分類功能大解構》不但解構了gini自動分類功能的運作模式,更提到用戶可隨時更改交易的類別,而事實上,除了交易的類別外,用戶還可以更改交易的商戶資料,並隨時新增您喜愛的商戶到我們的系統,就等小編為各位用戶講解當中的步驟。

如何新增或更改商戶資料?

新增或更改商戶的過程都非常簡單。

如欲更改商戶資料,用戶只要點選需要更改的交易,然後按商戶名稱旁的搜尋鍵,輸入商戶的關鍵字,從已有商戶的名單中找出並點選您希望更改成的商戶即可,您所作出的變更會即時在交易中顯示,如找不到與您所輸入的關鍵字相乎的商戶,用戶可點選「自行新增」以新增商戶,您需要設定商戶所屬的交易類別和標誌圖示。商戶一經新增,便會同步到我們的系統,下次出現已新增商戶的交易時,便會自動進行配對。

目前gini仍在優化的階段,還望用戶們能夠協助我們完善gini的資料庫,如有任何意見也歡迎電郵至beta@gini.co與我們分享。如您正在使用gini app,可隨時搖動電話,聯絡我們的支援團隊。而未下載gini,記緊前往App Store 下載試用。

Introducing Customized Merchants 

We have written a blog post on the automatic categorization function performed by our smart engine. Our users can change the categories of their transactions anytime. Meanwhile, you can change the merchant information of your transactions as well as adding your favorite merchant to our system. In this article, we will talk about how to add or change the merchant.

How to add or change the merchant?

Both are simple and easy. If you want to change the merchant information, simply click on the transaction you want to change and search for the merchant you want. Amendments will be made right after you select the new merchant. In case you cannot get the merchant through our search engine, you can choose to add new merchants by yourself. By doing so, you will have to decide the category and logo of the new merchant. Once the merchant is saved and uploaded, our system will match it to any new and related transaction incurred automatically.

gini is still at the development stage and we need your generous help to enhance our data system. If you are using our app, feel free to share your feedback by shaking your phone. We appreciate all your comments and contributions! If not, welcome to download it on AppStore now.


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