Payees

A payee is who a transaction was with — a store, an employer, a person. Budget Bandit creates payees for you as you enter transactions, so you rarely add one by hand. The Payees page is where you tidy them up.

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Where payees come from

You don’t create payees manually. The first time you type a new name on a transaction, that payee is created and reused from then on. Over time you build a list you can clean and organize on the Payees page.

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Rename a payee

On the Payees page, open a payee’s actions and choose Edit, then change the name and save. The new name applies everywhere that payee appears.

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Give a payee a default category

A payee can carry a default category so the next transaction from that payee starts out categorized. Payees also have a category learning toggle: when it’s on, the payee adapts to how you categorize its transactions. Turn learning off to keep a fixed default. This is the lightest-weight way to auto-categorize. For conditions beyond the payee name, use a rule instead.

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Merge duplicate payees

Imports and typos leave you with near-duplicates like “Amazon,” “AMZN,” and “Amazon.com.” Merge them into one:

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Delete a payee

Open a payee’s actions and choose Delete. The payee is removed and any transaction that referenced it has its payee cleared — the transactions themselves stay.

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If something looks wrong

• Two versions of the same store keep appearing → merge them, then set up a rule so future imports land on the right name.
• A payee’s transactions aren’t auto-categorizing → check its default category and category-learning setting.

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