Manage Payees

The Payees workspace is where you manage canonical payee names across the app.

Open it from Accounts with View Payees.

What the workspace shows #

The workspace is a searchable, filterable grid. Depending on the payee and your enabled features, it can show:

• the payee name
• the default category, if one is set
• alias count
• total amount tied to that payee
• transaction count
• last used date

Search, filter, and sort #

You can search by payee name and, when available, by alias name.

The workspace also lets you filter for payees that:

• have a default category
• have aliases
• are currently unused

You can sort by name, transaction count, or most recent use.

Add and edit payees #

Use Add Payee to create a new canonical payee.

When you add or edit a payee, the main fields are:

• Payee Name
• Default Category (Optional)

That default category can be used automatically for transactions with that payee.

Imported aliases #

If Mass Transaction Entry and Payee Matching are enabled, editing a payee can also show Imported Aliases.

These aliases are alternate imported names that Common Cents can map back to the canonical payee during future imports.

Important behavior:

• alias management appears when editing an existing payee
• duplicate aliases are ignored instead of added twice
• if payee matching is off, the alias tools stay hidden and the alias column effectively becomes a feature-status indicator instead of an active cleanup tool

Row actions #

Each payee row has related actions for:

• Edit Payee
• View Transactions
• Merge Into Another Payee

View Transactions opens the shared transactions page already filtered for that payee.

When to use this workspace #

Use the Payees workspace when you need to manage payee names themselves.

If the problem is that you have duplicate payees and want one canonical record to keep the combined history, use Merge Payees.