Using payees dialog
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Payee name
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- type a new payee name here and press return to add.
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Payee list
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- display the list of payee, sorted in alphabetical order
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Buttons
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- | Add | - -if payee name is not empty, add it as a new payee | -
|---|---|
| Remove | - -remove the selected payee | -
| Edit | - -open a dialog to edit the selected payee | -
Buttons
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- | Import | - -Import and merge some payees from a csv file. | -
|---|---|
| Export | - -export the entire payee list into a csv file. | -
Please refer to csv - file format for the file description.
+Using payees dialog
+
Search & Menu Button
+ | Import | +Import and merge some payees from a CSV file | +
|---|---|
| Export | +export the entire payee list into a CSV file | +
| Delete unused | +delete all unused payee | +
Please refer to CSV file format for the file description.
+ + Quick search
+ The quick search area with input and close
+ + + Payee list
+ display payee name, usage count and default category
+ the usage count:
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+
- transaction +
- template/scheduled transaction +
- assignment rule +
Payee name
+ type a new payee name here and press return to add.
+
Buttons
+ | Add | +toggle the payee name widget to visible/invisible | +
|---|---|
| Merge | +merge the current payee to a new one you will select | +
| Delete | +delete the selected payee | +
Edit
+ To edit a payee, double click on it.