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How do I customize my selling platforms, categories, and sources?

Updated September 5, 2026

To customize your options, go to Settings > Customize Data to add, edit, or remove selling platforms, item categories, expense categories and sourcing locations.

Step-by-Step

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  1. Go to Settings (tap the gear icon in the top right)

  2. Tap Customize Data (the tile labeled "Platforms, categories, sources & fees")

  3. Choose what to customize:

Adding a Custom Platform

  1. Go to Customize Data > Platforms

  2. Tap + to add a new platform

  3. Enter the platform name

  4. Set the fee structure (percentage, flat fee, or both)

  5. Set as Default for new items

  6. Save

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Fees

Fee structures can vary wildly by platform and user. You can customize the following:

  1. Fee Percentage

  2. Flat Fee

  3. Processing Fee

  4. Tiered based on pricing level

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Good to Know

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