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Payees

A payee is a company or a person with whom a transaction is conducted. The payees list in Preferences > Payees allows you to add, edit, or remove payees. Money supports payee discovery using Foursquare. You can also add your own payees when adding transactions on the go. Later you can customize them with personalized pictures, icons.

Manage payees

Payees can be entered when creating or editing transactions on the go. If the item you type in the payee field does not exist, you can create a new payee from the entry you typed.

For complete management of payees, go to Preferences > Payees.

Add a new payee
To add a new payee in preferences, click the Add button, a new payee entry will appear in the list. Enter a name for your payee – Money will use Foursquare to discover matching payees, or your can create your own.

Edit payees
You can edit payees in preferences by clicking the Details button on the right of the list by each payee and clicking the Edit button in the popover.

This will allow editing the payee’s name, address, location, add notes and tags.

Merge payees
If you would like to merge multiple payees to be reflected as one, you can use the merge feature.

Select multiple payees by holding Cmd and clicking in the list in Preferences > Payees and ctrl + click on them. Select Merge Selected.

This will merge selected payees into one and make appropriate changes in existing transactions.

Delete payees
Select a payee you wish to delete (hold Cmd while clicking to select multiple items).

Click the “-“ button on the bottom of the payee list.

or

Ctrl + click on the selected item(s) and select Delete.

or

Press Cmd + Backspace.

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