How can I add a new counterparty to Grassfeld?

In Grassfeld, counterparties play a key role in tracking your spending. By linking transactions to counterparties, you can better analyze where your money goes. The app also lets you collect loyalty cards and store them within the app. Additionally, you can attach documents—like receipts—to counterparties for more organized record-keeping.

Step-by-step guide

1. You can create a new counterparty from different places in the Grassfeld app, depending on your needs:
   1. From the counterparty section: you can create a counterparty by going to the counterparty section. Go to "More" > "Counterparties".
      
   2. While selecting a counterparty: you can also create a new counterparty directly when you're selecting a counterparty for a specific task, like linking a transaction.

2. Create new counterparty. Press plus at the top right.
   
3. Upload a logo. Choose an avatar for your counterparty. You can add a color, an emoji or upload a logo to represent the counterparty (optional).
   
4. Select type: company or individual. Choose whether the counterparty is a company or an individual. If it’s a company, you can make it public—allowing others to view and use the counterparty in their app.
   
5. Company name. Add a unique name to your counterparty
   
6. Assign default category.Link the counterparty to a relevant category (e.g. retail, food). The application will classify all spend with that counterparty into that category, including it in analytics, budgets or savings goals.
   
7. Save Counterparty: after completing all the steps, press the "Add Counterparty" button. You’ll see a confirmation message: "New counterparty has been added successfully."

Please note

• Before creating a new one, search for the counterparty within the app’s existing database.
  
• Grassfeld already offers many counterparties. To find one, go to "More" > "Counterparties" and use the search bar.