Payees and rules

Payees are who you pay and who pays you. They are created as you type them in transactions, or with New payee. Payees (in the sidebar, or a button on Transactions on a phone) lists them with how many transactions each has, and Search payees finds one by name.

Editing a payee

Tap a payee to:

• rename it, everywhere it appears;
• give it a default category: new transactions with this payee start with it. Without one, Moneta suggests the category used last time;
• merge it into another payee: its transactions move there and it is deleted. Handy when the same store was typed two ways. Renaming a payee to a name that already exists offers the same.
• delete it, when no transaction, schedule or rule uses it.

Remove unused deletes, at once, every payee that no transaction, schedule or rule uses. A payee comes back if you type it again.

Import rules

A rule turns a bank's description into a payee when you import a statement. Each rule has:

• When the description: Starts with, Contains or Is exactly some text. Case, accents and extra spaces are ignored.
• Use payee: the payee the line gets.
• Category: one of your categories, or the payee's usual category.

Made from an import line, the form tells you whether the rule catches that line's description.

When several rules catch the same description, the most specific one wins: Is exactly, then Starts with, then Contains; among rules of the same kind, the one with the longer text.

Add rules from a payee's Import rules, or from a line while importing with Make a rule. Rules only act on imports; they never change transactions you already have.