Changing Payee to Transfer for Multiple Items

I am doing some restructuring of my accounts and one of the things I've done is added a new account for my line of credit and I'm recategorizing all my inflows to that new on-budget account.  There's a few hundred over the past year.  In order to get a better view of things so I can better budget for the future, I would like to change all the Payee: Bank Account names to Transfer to: Bank Account ... but I don't see an option to do that.  What am I missing?  Do I really have to go in line by line and do it? 

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  • Hi Ramsey !

    Sorry for the delay here! There isn't an option to change the payee of multiple transactions at the same time, but I'll pass this along to our development team as a feature request!

    Currently, you can change the category of multiple transactions at the same time or move multiple transactions to different accounts, but have to change payees individually. 

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  • I second this! Our credit union rounds our transactions up to the nearest dollar and transfers that into a savings account....every day!  There are so many to review!!!

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      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 2 yrs ago
      • Reported - view

      Nick S I suggest you turn off this feature. It's supposed to help people save, but it's actually redundant and creates more work when using YNAB. You save money in YNAB by putting it in categories that you don't spend from and the account it's in doesn't matter.

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  • Please add the option to change multiple playees at the same time. Would be very usefull!

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  • +1

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  • +1 This feature would really help.

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  • +1 Thanks for passing on the feedback. this one is a super obvious one to me and I was surprised it's not included in YNAB as a new user. My partner temporarily turned on "everyday roundup" from ING which transfers ~$0.20-$0.85 every day so it makes it very hard to manage.

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  • +1

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  • +1

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    • Navy Blue Display The best thing to do here is submit a Feature Request!

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  • One work around for this is to import the memo name as a payee then merge payee with the one you want the transactions to be a payee of.

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  • 1 yr agoLast active
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