Renaming function

How do i stop the auto renaming? I use Venmo for my 3 tenants and any Venmo transaction is now coming through at “Betsy Rent”. I want it to always come through at Venmo and then rename it on my own to whatever the transaction is for so i can look at the reports later and make sure i didn’t miss something

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  • Go check the payee settings (click your budget name and chooce Manage payees from the drop down menu).  There is probably a re-naming rule under the "Betsy Rent" payee. If you delete that it should help.

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      • Rakuna
      • rakuna
      • 2 wk ago
      • 1
      • Reported - view

      Or you could see if you can make it more specific so it renames things correctly.

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  • I would assume most transactions from your tenants are recurring transactions with a known amount. If that's the case if you enter those as recurring transactions with the correct payee. YNAB will then keep that payee when it matches the import with the scheduled transaction.

    Obviously it doesn't take care of the one-off transactions, but if those are less frequent, it shouldn't be as much of a hassle to handle those. (Note: entering those manually first before the import will do the trick as well).

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    • Although, I would not use recurring transactions for any tenants with the same rent amount. Import will easily mismatch. (Perhaps a consideration when you renew the lease?)

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  • Uncheck the box for automatically categorize in the payee rules. 
     

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  • 2 wk agoLast active
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