Automatically rename Payee to "Transfer to / From..."
I have a Checking account and a Paypal account. When I buy something through paypal / ebay, I get a txn in my bank account "DIRECT DEBIT TO PAYPAL xxxx" which eventually will match with an inflow txn to my Paypal account.
I want to automatically change the Payee name to say "Transfer to/from: Paypal Account" - not just a rename but to actually add to my paypal account in YNAB. I cannot find a way to do this automatically.
Worse is that if I have 10 of these txns in a month, I have to change the payee one by one because I cannot multiselect and then bulk change the Payee
Is there a way to do this automatically or at least bulk change a payee name?
Hi Aquamarine Snow !
This can be done using the Payee Management feature. As long as your PayPal Account is included in your budget, give these steps a try:
- Click on your email address in the upper left hand corner of your budget.
- Select Manage Payees.
- Find the "Transfer: PayPal Account" option
- Enter an option for contains: "Debit to PayPal xxxx"
All new transactions that import with a "Debit to PayPal xxx" payee will automatically change to a transfer between the accounts. :)