Niche-Knack

Linux · 0:24 video

Clean up payee names

Rename Demo Fuel to Example Fuel across its matching transactions.

Download fictional practice books · View the example statement

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Check the transaction count first. Clean-up changes the payee name on all matching entries.

1Find the payee

Open Clean-up. Filter payees by Demo Fuel.

1 · Find the payee. Open Clean-up. Filter payees by Demo Fuel.Clean up payee names — step 11
Find the payee. Select the image to enlarge it.

2Rename it

Click Rename and enter Example Fuel. Check the transaction count before saving.

2 · Rename it. Click Rename and enter Example Fuel. Check the transaction count before saving.Clean up payee names — step 22
Corrected payee name. Select the image to enlarge it.

3Save the corrected name

Click Save, then clear the filter. Example Fuel replaces the old name.

3 · Save the corrected name. Click Save, then clear the filter. Example Fuel replaces the old name.Clean up payee names — step 3
Select the image to enlarge it.

4Verify the transaction

Open Register and search Example Fuel. The amount is still $30.

4 · Verify the transaction. Open Register and search Example Fuel. The amount is still $30.Clean up payee names — step 44
Verify the corrected payee. Select the image to enlarge it.

Result: Register shows the corrected payee, with the same $30 amount.