Merge duplicate payees

Fold several spellings of the same payee into one name.

Banks are inconsistent about names. The same shop can arrive as three payees, which splits its history across three rows in every report.

Merging folds them into one.

Steps

To merge duplicate payees, follow these steps:

1. Open the Settings tab and tap Payees.
2. Select the payees that are the same thing.
3. Tap Merge.
4. Pick the name to keep.

Every transaction from the merged payees now points at the surviving one, and the duplicates are gone.

What merging does not touch

Reconciled transactions. They are locked, so a merge leaves them on their original payee.

Keeping it from happening again

A merge is a cleanup, not a fix. The statement will keep sending the same spellings next month.

The fix is a rule matching on Imported payee and setting the payee to the name you want, which renames each one as it arrives. Refer to Create a rule.

Next steps

• Create a rule
• Import a bank statement