Payee Management

Managing how the payees in your budget appear is simple, and you can be in total control.

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, this will update the payees of those past transactions:

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 and Rename 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.



Automatically Rename Payees

This is where it gets exciting! (Well, if you like things neat and tidy, it is.)

When you edit a payee in the account register and choose the "create" option, a rule is automatically created—when that exact payee name imports again, YNAB will rename it for you in the same way.

You can also create a rule to rename payees based on any string of letters or numbers that the payee contains. Contains rules are handy for renaming imported payees that have some, but not all, of the same information. For example, your imported payee might have a unique date or transaction ID that prevents a basic "payee is" rule from being effective.

To add and edit rules for payees:

1
Double click on a payee to edit it and go to "Manage Payees."
2
Payees with existing rules display a gear icon to their right in the list.
3
Edit the existing rule. Click the plus button to add a new one or the minus button to delete a rule.
4
Click “Done" and "Cancel."

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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