Core concepts

Payees

A payee is an individual or entity to whom you make payments. For instance, your monthly rent goes to your landlord, who is a payee, while your grocery expenses and car insurance premiums are paid to other respective payees. It's important to note that only expenses can be assigned to a payee; income transactions do not have payees.

There's no maximum limit to the number of payees you can have. By creating various payees, you can better monitor your spending and easily see how much you are paying each one.


How to create a payee

To add a new payee:

  1. Click on Resources in the top right corner, which opens a dialog box
  2. From the list of options, choose Payees, then Create payee...
  3. A new dialog will appear, allowing you to create the payee

You should know!

You cannot have two payees with the same name in the same space.

How to edit a payee

To modify a payee:

  1. Click on Resources in the top right corner, which opens a dialog box
  2. From the list of options, choose Payee
  3. Next to the payee's name, click the action menu, select Update
  4. Here, you can change the payee's name.

How to delete a payee

To delete a payee:

  1. Click on Resources in the top right corner, which opens a dialog box
  2. From the list of options, choose Payee
  3. Next to the payee's name, click the action menu, select Delete
  4. A summary will then be displayed, detailing the payee resources that will be permanently removed upon confirmation.

What happens when I delete a payee?

Deleting a payee permanently removes all associated data, including transactions. This action is irreversible, so ensure you are certain before proceeding with the deletion.

You should know!

Deleting a payee will also remove all associated transactions, as they cannot exist without a payee. To prevent data loss, you have the option to reassign these transactions to a different category during the deletion confirmation process.

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