Table of Contents
The Payees View provides detailed information about all the payees and payers involved in transactions. These are the entities to and from which you transfer money. KMyMoney stores information about all the payees and payers from all existing transactions. This makes it possible to pick a payee from a list instead of having to type the full name, which also decreases the chance of misspelling or typing the wrong name.
The Payees View is split into two main areas: a payees and payers list on the left, and a detail area on the right. The Your payees section allows for adding, deleting, renaming, and merging payees. The detail area has several tabs, showing the transactions, address, matching information, default category, and account numbers for the payee selected in the list.
The list of all payees and payers in your data is shown on the left side of this view. The payee list is sorted alphabetically.
To add a payee or payer, choose . This creates a new payee called “New Payee”. You can also right-click on any existing payee and select .
To rename a payee or payer, either double-click on the name or right-click on the name and select . The name then becomes editable. Changing the name will affect the name in all the transactions in which it appears.
To remove a payee or payer, right-click the name and select . If the payee has any transactions, you will be presented with a dialog that allows you to reassign them to a different payee, and also a check box to enable the deleted name to be added to the new payee's matching list. Another option for deleting an existing payee is to select the payee or payer by left clicking it and then left clicking .