Rename, merge and delete payees

The Payees page lists every payee in your budget file. The app creates a payee when you enter a new name on a transaction, import or sync transactions, or save a schedule. There is no button to add one.

Find a payee

1. Select Payees in the sidebar (on a phone, select the More tab, then Payees).
2. Enter text in Search payees…. The list narrows as you type. Select Clear to reset it.

The list is in A to Z order and shows 100 payees. Select Show N more to see more. Each row can show:

• An Unused badge: no transaction or schedule uses the payee.
• A bolt icon and a number: the number of rules that name the payee. Select it to open Rules.
• A number after ⟳: the number of schedules.
• A count of transactions, such as "12 txns".

Rename a payee

1. Select the payee's name.
2. Enter the new name.
3. Press Enter. Selecting somewhere else does not save the new name.

Every transaction and schedule with the payee shows the new name. If the new name matches another payee, ignoring capitals, the two payees merge. A blank name is ignored.

Merge payees

1. Select All.
2. Select the checkbox on each duplicate you want to remove.
3. Next to Merge selected into, choose the payee to keep. The list starts on the first payee, so check your choice.
4. Select Merge…, then Merge selected payees.

The transactions and schedules of the selected payees move to the payee you keep. The selected payees are deleted.

The merge controls show only in the All view, when more than one payee is listed. Merge selected into lists only payees that match your search, so clear the search if the payee you want is missing. A payee that leaves the list when you change the search is deselected.

Delete unused payees

1. Select Unused.
2. Select the checkbox on each payee to delete.
3. Select Delete unused…, then Delete selected.

Only payees with no transactions and no schedules are deleted. You cannot undo it. To remove a payee in use, merge it into another payee.

What happens to your rules

Renaming or merging a payee does not change any rule.

• A rule with a payee condition that names the old name no longer matches transactions that now carry the new name.
• A rule with an imported payee (raw bank text) condition still matches. It compares the original bank or file text, which a rename does not change.
• A rule with the action set payee and the old name creates a payee with that name again the next time it runs.

A rename also does not change how future transactions are named. A file import with the original text creates a payee with that text again. A bank transaction gets the merchant name your bank supplies, or the bank's own description when there is no merchant name, and creates that payee again. A rule that sets the payee changes this. To rename at import, create a rule with the action set payee.