&Roger.Lum; &Roger.Lum.mail;
&Ace.Jones; &Ace.Jones.mail;
Michael
Carpino
mfcarpino@gmail.com
2019-06-24
5.0.5

# Payees

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.

## Payees 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.

### Adding a Payee or Payer

To add a payee or payer, choose +New. This creates a new payee called New Payee. You can also right-click on any existing payee and select Add payee.

### Renaming a Payee or Payer

To rename a payee or payer, either double-click on the name or right-click on the name and select Rename payee. The name then becomes editable. Changing the name will affect the name in all the transactions in which it appears.

### Deleting a Payee or Payer

To remove a payee or payer, right-click the name and select Delete payee. 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 Del.

## Additional Payee Details

### Personal Information

To view and edit the personal information associated with a particular payee, select the payee from the list and select the Address tab. Along with address information you can also store a telephone number, email address, and notes pertaining to the selected payee. To modify this information, edit the detail area directly and press the Update button when finished.

The personal information tab Personal information

### Transaction Matching Settings

#### Overview

&kmymoney; has the ability to automatically assign the proper payee to imported transactions. This can be handy when importing transactions from your bank, when the payee name has extra unnecessary characters, or worse, if the payee names change. The ability to match transactions to a particualar payee assists in providing a consist naming of payees within the ledger and reports.

For example, let's say your monthly mortgage payment comes in from your bank like this SUNTRUST BANK MAPLE VALLEY, GA 111506 one month and then SUNTRUST BANK MAPLE VALLEY, GA 121606 the next month. You would really like both of those transactions to be assigned to your payee SunTrust. The transaction matching feature is for you!

The payee matching tab Payee matching details

#### Setting up

From the Matching tab, you can set the transaction matching settings. You can select one of four options with the Match method dropdown.

- No Matching. This disables the feature for this payee. This is the default setting for all payees.

- Match Payees name (partial). This enables the feature based on a partial name matching of the Payee and and uses the payee name itself as the Match Key.

- Match Payees name (exact). This enables the feature based on an exact match of the Payee. You would use this matching ability when you want to keep track of different Payees that have the same business name but have different locations.

- Match on a name listed below. This enables matching based on multiple different or optional names for a Payee. You would use this matching ability when you have a particular Payee that has different business names but you want all imported transactions identified by any of those names to be associated with a single Payee in &kmymoney;.

With any of these options you can choose whether or not to ignore the case sensitivity of the spelling of the payee based on whether you check Ignore Case.

#### Importing Transactions

The Match Keys you have set will be considered whenever you import transactions using the QIF import, or using a plugin such as OFX or AqBanking, If the Match Key for one of your payees is found anywhere in the payee of the imported transaction, the corresponding payee from your list will be assigned to that transaction. Thus, a Match Key of SunTrust will match SUNTRUST BANK MAPLE VALLEY,GA or even MORGENSUNTRUST&LOAN. So choose your Match Keys carefully.

If a transaction payee matches more than one Match Key, the behavior is undefined. &kmymoney; will arbitrarily pick one of the matching payees.

## Viewing Transaction History

To view all transactions associated with a particular payee, select the payee from the list and select the Transaction tab in the detail area. Double-clicking a particular transaction will bring you directly to that transaction in the Ledgers View for the appropriate account.

The transaction tab Transaction history