Payees

A payee is a company or a person with whom a transaction is conducted. The Payees list allows you to add, edit, or remove payees. You can add your payees from Contacts (Address Book in OS X Lion) or from Foursquare. In the Grid View, you can also directly add income or expense transactions with your selected payees.

Adding a payee
  1. In one of the accounts, click the "+" button in the Item Editor or select Action > Add Transaction.
  2. Type a new payee in the Payee field or select it from the Foursquare list when configuring the transaction settings.
  3. The company or person will be automatically added to the list of payees.
or
  1. Select Payees in the Manage Bar.
  2. Click the "+" button in the Item Editor or select Action > Add Payee.
  3. To add an existing payee from Contacts or from Foursquare, type it's name in the Search field.
  4. To create the payee manually, click Create New and enter the payee details in the Detail View that appears.
  5. Enter the payee's name and the company name.
  6. If the payee is a company, check the "Company" box.
  7. Enter other optional information:
  8. You can double-click the image field or drag pictures from Finder onto it to illustrate each payee. To remove the image, select it and click Delete or Backspace.

The Detail View also displays the number of transactions related to the payee. Click on the arrow symbol to view the full list.

Editing a payee
  1. Double-click the payee you want to modify in the Workspace.
  2. Change the settings and click Done when you finish.
Changing a payee's location
  1. Double-click the payee you want to modify in the Workspace.
  2. Click on the Address field. The map appears with a pin, which you can slide to change the location. Alternatively, click on the list button below the map and edit the location manually.
  3. Click Done when you're finished.
Deleting a payee
  1. Select the payee you want to delete in the Workspace.
  2. Right-click it, click the gear button in the Item Editor or open Action, and select Remove Payee.