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Summary Screen

• The first screen you will see when you open Card Connect is the Summary Screen.

• The summary screen shows all of the merchants we have identified for you on all of your accounts. This screen includes:

  • Spent Stats to tell you how much was spent on these merchants last month, as well as this month
  • Category Filters so you can filter merchants and stats by a single category
  • Merchant List to display the merchants identified on your accounts

  ❓ What if the summary screen is blank or says “Nothing Identified”?

Merchant List

• The Merchant List will show you information about what we found on your accounts
• Each Merchant will show you the following information:
  • The name of the merchant
  • The logo of the merchant
  • The $ amount of your most recent transaction with that merchant on this account
  • The date of your most recent transaction with that merchant on this account

• On the right of every merchant, you will see the Account the merchant charged including the last digits of the account or card number, and the custom color set for that account

• The icon next to the account shows you what category the merchant falls under - Subscription, Recurring, or Card on File

Category Filter

• Merchants and Spent stats can be filtered down to a single Category by clicking any of the filter icons

❓ What are the three merchant categories?

Accounts Screen