Bookkeeping categories
What SQ *, TST*, PAYPAL * and other codes mean on your statement
A code before a star names the service a payment went through, and the name after the star is who you actually paid. Even Margin reads both: it categorizes the business you paid, and keeps the service as how the money moved whenever your bank reports it.
SQ *: Square
A shop or restaurant that took your card on a Square reader. SQU* is the same.
Even Margin treats it as the shop, never as Square, and lets your bank's category for the purchase decide.
TST*: Toast
A restaurant that took your card on a Toast terminal.
Even Margin treats it as the restaurant, so a client lunch can land in Meals.
CLV*: Clover
A shop that took your card on a Clover terminal.
Even Margin treats it as the shop, never as Clover, and lets your bank's category decide.
PAYPAL *: PayPal
A business you paid with PayPal. PP* is the same.
Even Margin reads the name after the star and, when it is on the merchant list, suggests its category at medium confidence for your review list.
GOOGLE *: Google
A payment billed through Google, often an app or a subscription.
Even Margin reads the name after the star the same way, so a known subscription can be recognized.
APLPAY: Apple Pay
A purchase you paid with Apple Pay. APPLE PAY is the same.
Even Margin sets the wallet aside and reads the business named after it.
APPLE.COM/BILL: Apple.com/Bill
Apple's roll-up for App Store and iCloud purchases.
Even Margin suggests Online Software at medium confidence, because the line does not name the app.
Why the name after the star matters
Why does my statement show a code instead of the shop's name?
The payment service puts its own code first when it passes the charge to your bank. The shop's name usually follows the star, sometimes shortened to fit.
Can I see everything I paid through one service?
Yes. In Transactions, filter by what a payment went through, such as Square or PayPal, whenever your bank reports it.