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. The simplest method is to click on Actions in the top right corner, which opens a dialog box. From the list of options, choose Add new payee. A new dialog will appear, allowing you to create the payee.
2. Alternatively, when entering a transaction that needs a payee, you can type the new payee name. If it doesn't exist, select Create ... to launch the payee creation process, after which you'll be returned to your previous task.

How to edit a payee

To modify a payee, navigate to the Payees page and click on the payee name you wish to edit. A menu will appear; select Edit to bring up a dialog box. Here, you can change the payee's name.

How to delete a payee

To delete a payee, click on its name on the Payees page, which will bring up a menu. From there, select Delete to open a dialog box where you can confirm the deletion. 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.