Add, Edit, and Delete Payees

Want to be in control of your payees? With the Manage Payees feature in the web app, you can keep your list clean and tidy.

To access this feature, click the name of your budget in the top left corner, then select Manage Payees from the drop-down menu.

In This Article


Add Payees

New payees are created directly in the account register when you add a transaction on web or mobile. 

When adding a transaction, enter the name in the Payee section. When you’re finished, save the transaction. This payee will now appear in the payee list for future transactions.


Edit Payees

Want to edit a payee in a way that updates all transactions using the payee? Follow these steps:

  1. Click on the name of your budget in the upper left corner and select Manage Payees
  2. Search for the payee and select it
  3. Edit the name at the top of the window
  4. When finished, click Done

To edit Payment and Transfer payees, edit the account name instead.


Combine Payees

Follow these steps to combine multiple payees into one:

  1. Click on the name of your budget in the upper left corner and select Manage Payees
  2. Select the checkbox for each payee you would like to combine. You can use Search to find similar payees.
  3. Under Combine and rename selected payees? type in the new name you would like to use for these payees
  4. Click Combine and then Done

All transactions using these payees will be updated to the new payee. If you realize you made a mistake you can click Undo.

the list of payees is on the left, and each payee has a checkbox. you can select one or multiple payees at once.


Delete Payees

Follow these steps 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. Search for and select any payees you would like to delete
  3. Click the Delete button
  4. If those payees have transactions associated with them, you’ll be asked to select a new payee and confirm by clicking the Delete button again

    If [no payee] is selected, the payee field will be blank for any transactions that were using this payee
  5. Click Done

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

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