Payee Management

**This feature is in the process of being rolled out, so you may not have access yet!**

Want to delete unwanted payees or edit existing ones? You can do that with Payee Management! Access the Manage Payees feature by either clicking on the name of your Budget in the upper left corner, or double clicking a payee field to edit it and then clicking "Manage Payees."

Things You Can Do


Edit Payees

If you would like to edit the name of an existing Payee:

1
Double click on a payee to edit it and go to "Manage Payees."
2
Edit the name.
3
Click “Done” and then "Cancel."


Combine Payees

If you would like to combine multiple payees into one:

1
Double click on a payee to edit it and go to "Manage Payees."
2
From the list on the left, click the payees you would like to combine.
3
Type in the new name of the combined payees under “Combine and rename selected payees?”
4
Click “Combine" and then "Done" and then "Cancel."


Auto-Categorize Payees

If you would like to automate the categorization of a payee:

1
Double click on a payee to edit it and go to "Manage Payees."
2
Choose the auto-categorization for that payee.
3
Click “Done" and "Cancel." Note: This will automatically categorize all future instances of this payee, not past instances.


Delete Payees

If you would like to delete unwanted Payees:

1
Double click on a payee to edit it and go to "Manage Payees."
2
Select the payees you would like to delete from the list on the left.
3
Click “Delete.”
4
If those payees had transactions associated with them, you’ll be asked to choose a new payee or “No Payee.” Click "Delete" again and then "Done" and "Cancel."

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