Combine, Rename, and Delete Payees

Want to be in total control of your payees too? 

With the  Manage Payees feature in the web app, you can keep your list clean and tidy—with automatic renaming rules that work for you.

Click the name of your budget in the top left corner, then select Manage Payees from the drop-down menu:

Manage Payees is the sixth option from the top in the menu

Looking to add a payee? New payees are created directly in the account register.

When you add a transaction, you can type the name in the Payee section. You'll see that new payee in the Manage Payee window once you've saved the transaction.

Things You Can Do


Edit Payees

If you want to edit a payee in a way that's reflected across all other transactions with that same payee, follow these steps:

1
Double-click the payee in the account register and choose Manage Payees in the top right corner of the payee list.
2
Find the payee by searching or scrolling, then edit the name of the payee. 
3
Click Done. (Then Save or  Approve if you're done editing that transaction.)

in the payee selection window the link to manage payees is in the top right></p><p>
	 To edit the payees under 
	<strong style=To edit Payment and Transfer payees, edit the account name instead. 

In the Account Register

You can also edit a payee without leaving the account register, and that change will only impact that specific transaction. If that transaction was originally imported, a renaming rule will automatically be created for you. That way, if a future transaction imports with the same original payee, YNAB will rename it to save you a step.

In case you're wondering—if an imported payee is edited more than once, YNAB will remember the most recent renaming rule next time. You can view, create, edit, and delete any Renaming Rules in Manage Payees.


Combine and Rename Payees

If you would like to combine multiple payees into one:

1
Double-click one of those payees in the account register and go to Manage Payees.
2
From the list on the left side of the window, choose the other payees you would like to combine. You can use the search to find similar payees.
3
Under Combine and rename selected payees?, type in the new name for the combined payees.
4
Click Combine and then Done. (And if you realized you made a mistake you can always click Undo/Redo.)
the list of payees is on the left, and each payee has a checkbox. you can select one or multiple payees at once.


Create and Delete Renaming Rules

You can create rules to rename payees based on any exact string of letters or numbers an imported payee contains. These rules are handy for renaming imported payees where a unique date or transaction ID prevents a basic "payee is" rule from being effective. You can see how a payee imported by hovering over it in the web app. The "Imported as..." tooltip that appears shows how the payee imported, and any rules are based off of this payee.

To add and edit rules for payees:

1
Double-click the payee in the account register and go to Manage Payees.
2
Payees with existing rules display a gear icon in the list, to the right of the name.
3
Create or edit the Renaming Rules. Use the plus/minus buttons to add/delete rules.
4
Click Done. (And if you need them, the Undo/Redo buttons are there for you.)
In the renaming rules section, use the drop down to select is or contains then type a word or words in the text field


Auto-Categorize Payees

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

1
Double-click the payee in the account register and go to Manage Payees.
2
Choose a category for that payee
3
Click Done. (If you change your mind you can click  Undo/Redo. Or go through these steps for the category you'd like instead.)

This will automatically categorize all future instances of this payee, not past instances.

beneath the option to automatically categorize payees is a dropdown box in which you can select the category you'd like Want to turn off auto-categorization for a certain Payee? Uncheck the Automatically Categorize Payee box. This can come in handy for stores like Amazon, Costco, and Target where your purchases may be assigned to different categories. When future transactions import with that Payee in the web app, you’ll be asked to choose a category each time.

In the Account Register

You can also edit the category without leaving the account register, which will update the automatic category rule for future transactions. If that payee is entered again, it will automatically be categorized with the most recent category used.


Delete Payees

If you would like to delete unwanted payees:

1
Click on the name of your budget in the upper left corner and select  Manage Payees.
2
In the list on the left, search for and select any payees you would like to delete.
3
Click Delete.
4
If those payees had transactions associated with them, you’ll be asked to choose a new payee from a drop-down menu (you may need to scroll down a bit) and confirm by clicking Delete again. If [ no payee] is selected, the payee field will be blank for any transactions that use the payee. As with other actions in the Manage Payees window you can click  Undo/Redo if needed.

once delete button on bottom is clicked a drop down for new payee for transactions will appear

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