Importing Payee Rules
When importing your transactions, most times the bank will give you a payee that starts out with the name of the place you made the purchase at and ends with a long tax id or bank id. To automatically import the correct payee, we have 2 methods in place. The first is to go to Payees page and click on Payee Rules. This allows you to define Payee names to search for when they come in and automatically import them as the name you choose. The second we do automatically. Whenever you change a payee that was imported, we’ll track the change so that if it comes in again, we’ll update it for you. Note that if the payee has a tax id or a unique number, this will need to be added to the Payee Rules to be changed.