Clear up payee in WRF

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Aug 6th, 2022
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How to clear up payee in WRF

4.9 out of 5
21 votes

hey everybody Welcome in this video weamp;#39;ll discuss using transaction rules and simplify transaction rules allow you to assign a certain category to a paye or you can also assign specific keywords for a paye to be renamed by which just ensures that your transactions are downloading and to simplify the way that you want them to to access transaction rules youamp;#39;ll select settings from the left hand bar and then select rules as you can see I have numerous rules created here I can see the pay name these are all listed in alphabetical order by pay name I can also see how many renaming rules I have created for a certain paye as well as the category rule that I have created for that paye first weamp;#39;ll walk through creating a new paye rule which you can do by selecting this add rule button button in the upper right and then select new PE name rule here Iamp;#39;ll enter the keywords that I want simplify to watch out for and here Iamp;#39;ll enter the pay na

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Hover your mouse pointer over the name of the new account in the left sidebar. Click the edit (pencil) icon that appears. Now you can change the name of the new account, paste your Account Notes back in, or link the account ↗️ if needed.
In the web version of YNAB, click on an account (or All Accounts) in the left sidebar. Select the transaction with the payee you want to change. Click on the payee field of the transaction and edit the details to your desired name. Click Save.
Heres how ↗️! Click on Budget in the left sidebar (immediately below the name of your spending plan). Click the name of the category or Category Group youd like to rename. Click the name of the category or category group again and a renaming window will appear. Edit the name as youd like. Click the OK button to save.
The Manage Payees feature is web only While you can easily add new payees on the go with our iOS and Android apps, our Manage Payees feature is only available in the web app. To edit, combine, and delete payees, click your budget name at the top left of the web app and choose Manage Payees from the drop-down menu.
4:32 8:23 So when you click on a certain payee it will give you a couple of options. So you can select if youMoreSo when you click on a certain payee it will give you a couple of options. So you can select if you would like to see that payee appear in the payee. List when youre entering a transaction. So what

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