HomeBank User manual

# Payees dialog

The payees dialog is used to add, edit and manage the payees of the current wallet.

For each payee, you can define a default payment mode and category, later, into the transaction/scheduled/template dialog, if you choose a payee, the payment mode will be filled (if set to (none)), as well as the category (if it is empty).

## Dialog call

- main window menu: Manage / Payees...
- main window tool bar.

## Using payees dialog

### Search & Menu Button

Import | Import and merge some payees from a CSV file
Export | export the entire payee list into a CSV file
Delete unused | delete all unused payee

Please refer to CSV file format for the file description.

### Quick search

The quick search area with input and close

### Payee list

display payee name, usage count and default category
the usage count:

- txn: transaction
- cfg: template/scheduled transaction
- cfg: assignment rule

### Buttons

Add | toggle the payee name widget to visible/invisible
Edit | edit the active payee.
Move/Merge | move or merge the current payee to a new one you will select
Delete | delete the selected payee

### Payee name

type a new payee name here and press return to add.

Edit
To edit a payee, double click on it.
You can then change the default payment/category as well.