Combine, Rename, and Delete Payees

Want to be in total control of your payees too? With Manage Payees, you can keep your list clean and tidy—with automatic renaming rules that work for you.

Things You Can Do


Edit Payees

To edit a payee in a way that's reflected across all other transactions with that same payee:

1
Double-click the payee in the account register and choose Manage Payees.
2
Edit the name of the payee. While you're there, you might also create a renaming rule.
3
Click Done. (Then Save if you're done editing that transaction.)

To edit the payees under Payments and Transfers, edit the account name instead. You can create Renaming Rules for these payees, which can be helpful for transfers—including credit card payments.

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, choose the other payees you would like to combine.
3
Type in the new name for the combined payees.
4
Click Combine and then Done.


Create and Delete Renaming Rules

This is where it gets exciting! You can create rules to rename payees based on any 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.

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.
3
Create or edit the Renaming Rules. Use the plus/minus buttons to add/delete rules.
4
Click Done.


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.

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 the payee in the account register and go to Manage Payees.
2
In the list on the left, select any other 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 (you may need to scroll down a bit) and confirm by clicking Delete again.

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