Merge payees

Some merchants (Airbnb, amazon, square, aliexpress, etc.) will manifest under unique payee codes.

Here’s a small sample from amazon to illustrate.

AMAZONRETAIL*Z29X50RW5

AMAZONRETAIL*CW2KP24I5

AMAZONRETAIL*BA2TL0SE5

AMAZONRETAIL*ED6G46UP5

AMAZONRETAIL*NS8MG7FZ5

AMAZONRETAIL*VR0F14KB5

AMAZONRETAIL*WI3OC4495

AmazonRetail*W93MM4J95

AMAZONRETAIL*VG5DU2UP5

AMAZONRETAIL*9K31A08J5

AMAZONRETAIL*W69PQ5J65

AMAZONRETAIL

AmazonRetail*2D87U3BX5

AMAZON.COM*AU44M2WJ3

Amazon Prime*VC3AL2LX3

It would be useful to merge payees after import. I have seen 2 good implementations of this:

  1. Debit & Credit allows you to multi-select payees, right click and merge. Via drop-down, the user selects the one account that should prevail, and after confirmation the payees are merged and relevant transactions are updated

  2. YNAB goes further and allows you to set up matching rules. For example, to have “AMZN*” always be merged under an “Amazon.com”. This is absolutely brilliant if your flow includes importing transactions from the bank.

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Status

Inbox

Board

General

Tags

💡 Feature Requests

Date

17 days ago

Author

Dimitri

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