Rename a payee

Rename a payee

ItÆs a good idea to periodically go through your list of payees to get rid of duplicate names. For example, make sure you're not entering transactions for the same payee under "Joe's" and "Joe's Pizza."

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Categories.

2 In the left pane, click Payees.

3 Read through the list looking for duplicates and inconsistencies.

4 If you find more than one name for the same payee, click the name you want to change.

5 At the bottom of the screen, click Rename.

6 In the New name box, enter the name you want to use for this payee.

When you rename a payee, the name is changed in all transactions containing the old name.

Why should I track payees?

To track who is getting your money, you need to assign payees to all your transactions.