Bulk apply payee on transactions
I've noticed that I can bulk apply a category to all transactions, but I cannot bulk apply a payee. When will this feature be available?
Hi Jeffrey Hunt !
Thanks for reaching out here! While a bulk Edit > Payee option isn't available in the register, you can edit your existing payees with the Manage Payees feature, and it will apply all the payees (by the same name) in your register!
Access the Payee Management feature by either clicking the name of your Budget in the upper left-hand corner or double-clicking a transaction in the payee field and selecting "Manage Payees."
Let me know how it goes!
Thanks for your idea, but that assumes one payee per category, which is not the case. For instance, I may have 100 petrol categorised transactions, that need to be split across 5 different payees (service/petrol stations). You can see that applying bulk automated payee's based on category won't work. Also, when I budget, I'm budgeting by category not payee, as I could budget $1000/mth for petrol, but buy it at many different service/petrol/gas stations. I do not believe that a payee should be generic, as that is the role of the category.
Im also looking for this feature. When I import from a QIF file etc all the Payee's names come in as their Value (as ive switched the memo to go in the memo field), and so there isn't a consistent name for these payees at all. Would really appreciate being able to select all based on a keyword and change the payee name.
There are services that I have that would not be input manually. One example is food boxes, like Blue Apron, but there are many scenarios, and the amounts sometimes vary. I can check each item and bulk assign it to a category but cannot bulk assign the payee. It seems like a perfectly reasonable feature request to bulk edit this field, or really any of the main fields. Please consider this request to allow bulk editing of more fields.
BTW. The response to switch to Mint isn't so great. I actually switched to YNAB from Mint. Also, considering you don't support Capital One and recently all my manual imports changed the payee to memo unexpectedly was a huge PITA. I had to assign every payee manually, and bulk edit would have helped. Next time I will click "switch payee and memo," but I didn't know about the change, and it was a considerable import. Since I have to import Capital One manually, I don't do it often.
The Googles have led me to this thread when looking for a bulk apply Payee on multiple transactions. I'd like to add my use case here so YNAB knows why we're asking for this feature.
I recently only understand the purpose of Payees outside of transferring money between accounts. I now can divide my Groceries category to different shops, my rent to different agents. I was thinking this will help give detail to my history, so that when I look at Reports, especially using YNAB Toolkit, I have more lenses to filter my expenses by.
Thing is, years' worth of transactions entered manually do not have the Payee filled. I was thinking, 'yeah, they probably would have a bulk edit thingie for payess, because they have something similar for Categories, right?' Then lo and behold, they do not.
So the payees will remain unfilled for now, and won't be used until I can bulk fill them, because I don't want inconsistency in my data.
I, too, came here hoping for a solution! I am in the process of reorganizing my accounts and transactions. I have a credit account that I didn't have in YNAB as a credit account, so every payment transaction I've made towards it lists the Payee as a generic Payee rather than a transfer. Now I am backtracking and adding this credit account in YNAB as an actual account and want to turn all of those transactions into transfers, and am finding that's not possible other than changing each transaction individually. What a pain! I'll go submit a feature request now!
<BUMP> on this feature request. I have a bunch of old transactions that I'd like to clean up. I either do it one at a time or leave it messy. (I'll be leaving it messy. ;) I would like to add my signature to the "please add bulk payee change" petition. Here is what I'm trying to do, by the way: I have 132 old gasoline purchases that are attributed to the wrong payee. I can easily filter down to just those transactions. I can select all 132 of them. But then... no option to bulk change.
Since the start, I have been a YNAB subscriber, and this feature has been lacking ever since then.
Scenario when bulk Importing transactions:
After the bulk import, the service provider's description of where the transaction occurred lies in "Memo". It is typically a long description with many characters/numbers used by the institution that facilitated the transaction and not needed anywhere else.
I then search for a uniform term in this long description, and up comes all the transactions specific to a service provider. Let's call it ACME.
I now have a long list of transactions for ACME without a PAYEE description and uncategorised.
We need a way to select all these transactions and amend the PAYEE description in bulk for all the transactions to be renamed to ACME and categorised in one go. The only option now is to amend the PAYEE description manually per transaction.