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Payees

The Payees page manages regular payees and makes transfer payees explicit. It shares the master-data editing model — this page covers what’s specific to payees.

Open Payees from the Data Management section of the sidebar.

What you get beyond Actual Budget

Section titled “What you get beyond Actual Budget”
  • Bulk-merge duplicate payees — collapse several payees into one, staged and undoable, before it touches your budget.
  • Create and import in bulk — inline creation plus CSV import/export.
  • See which rules reference a payee and jump straight to them.
  • Impact-aware deletion — every delete shows the payee’s transaction and rule-reference counts.
  • Clear transfer-payee handling — system-managed transfer payees are shown as a distinct type and protected from accidental edits.

Regular and transfer payees

Section titled “Regular and transfer payees”

Transfer payees are auto-generated for inter-account transfers. They appear as a separate, filterable type and cannot be edited or bulk-deleted like regular payees — their selection checkbox is disabled to make that explicit.

Create, rename, and delete

Section titled “Create, rename, and delete”
  • Create and rename payees inline.
  • Every delete (single or bulk) confirms, showing the payee’s transaction count and rule reference count. Transfer payees are excluded from bulk delete and counted separately in the dialog.

Merge duplicate payees

Section titled “Merge duplicate payees”
  1. Select two or more regular payees.
  2. Choose Merge.
  3. The first payee you check becomes the surviving target (regardless of table sort); the rest are absorbed.
  4. The merge is staged and shown in the Draft Changes panel as “Merge Deleted” before you Save. Ctrl+Z undoes it.

Filter

Section titled “Filter”

Filter by name, type (regular / transfer / all), and whether a payee has associated rules.

Import and export

Section titled “Import and export”

Export payees to CSV or import them (staged before saving). CSV columns:

  • name (required).

Common problems

Section titled “Common problems”
  • “Can’t select a transfer payee” — transfer payees are system-managed and not bulk-editable.
  • A merge picked the wrong survivor — the target is the first payee you checked, not the top-sorted row; re-select in the intended order.
Section titled “Related pages”