&Roger.Lum; &Roger.Lum.mail;
&Ace.Jones; &Ace.Jones.mail;
&Michael.Carpino; &Michael.Carpino.mail;
&Jack.H.Ostroff; &Jack.H.Ostroff.mail;
2024-12-01
5.2.0

# Payees

Payees represent people or organizations to whom you give money. Payers are those from whom you receive money. They are handled identically in &kmymoney; and are only distinguished by the direction in which the money moves. It is possible for a single person or organization to be both a Payee and a Payer. An example is your employer, who pays you money as a salary, but whom you might pay money when you eat lunch in the cafeteria at work. It is completely your choice whether to use the same Payee for both of these transaction types, or to create a separate Payee and Payer, if you want to track them separately.

## Payees View

The Payees View provides detailed information about all the payees and payers involved in transactions. &kmymoney; stores information about all the payees and payers from all existing transactions. This makes it possible to pick a payee from a list instead of having to type the full name, which also decreases the chance of misspelling or typing the wrong name.

payees view
payees view

Like the Tags View, the Payees View is split into two main areas: a payees and payers list on the left, and a detail area on the right.

The Payees View is split into two main areas: a payees and payers list on the left, and a detail area on the right. The Your payees section allows for adding, deleting, renaming, and merging payees. The detail area has several tabs, showing the transactions, address, matching information, default category and account numbers for the payee selected in the list. Furthermore, links between payee-specific contents of a transaction's memo field and local file paths or remote URL can be created and managed.

The details area has several tabs: Transactions, Address, Matching, Default Category, Account Numbers, and Link Matching. Each of these is described in the following sections.

### Adding a Payee or Payer

To add a payee or payer, click the New Payee button. This creates a new payee called New Payee. You can also right-click any existing payee and select Add payee.

### Renaming a Payee or Payer

To rename a payee or payer, select the payee (left click the name) and click Rename Payee. You can also double-click the name or right-click the name and select Rename payee. The name then becomes editable. Changing the name will affect the name in all the transactions in which it appears.

### Deleting a Payee or Payer

To remove a payee or payer, select it and click Delete Payee, or right-click the name and select Delete payee. If the payee has any transactions, you will be presented with a dialog that allows you to reassign them to a different payee, and also a checkbox to add the deleted name to the new payee's matching list.

### Merging Payees

To merge two payees, select one of them (left-click the name) then select the other (&Ctrl;left click). You can then either click Merge Payees or right-click either of the selected payees and select Merge Payees.. You will get a pop-up asking if you really want to merge the selected payees. If you click Yes, you will get another popup for you to specify the name of the payee for the combined data. There will be a drop-down with the names of the payees you selected for merging (you can actually select more than two) and it also allows you to type in a completely new name. There is also a checkbox to add the names of the merged payees to the matching list of the new payee.

## Viewing Transactions for a Payee

To view all transactions associated with a particular payee, select the payee from the list and select the Transactions tab in the details area. Double-clicking a particular transaction will allow you to edit that transaction in the context of the appropriate account. Right-clicking a transaction will pop up a context menu with appropriate actions, including the ability to go directly to the ledger of the appropriate account, with that transaction selected.

payees view transaction tab
payees view transaction tab

## Additional Payee Details

### Payee Personal Information

To view and edit the personal information associated with a particular payee, select the payee from the list and select the Address tab. Although we call this personal information, it is also applicable if the payee is a corporation or other organization. Along with address information you can also store a telephone number, email address, and notes pertaining to the selected payee. To modify this information, edit the detail area directly and press the Update button when finished.

payees view personal information tab
payees view personal information tab

### Transaction Matching Settings

#### Overview

&kmymoney; has the ability to automatically assign the proper payee to imported transactions. This can be handy when importing transactions from your bank, when the payee name has extra unnecessary characters, or worse, if the payee names change. The ability to match transactions to a particular payee assists in providing a consist naming of payees within the ledger and reports.

For example, let's say your monthly mortgage payment comes in from your bank like this SUN TRUST BANK, MAPLE VALLEY, GA 111506 one month and then SUN TRUST BANK MAPLE VALLEY, GA 121606 the next month. You would really like both of those transactions to be assigned to your payee Sun Trust. In this case, the transaction matching feature is for you!

#### Setting up Payee Matching

payees view matching tab
payees view matching tab

On the Matching tab, you can set the matching settings for transactions imported for this payee. You can select one of four options with the Match method dropdown.

- No Matching: This disables the matching feature for this payee. This is the default setting for all payees.

- Match Payees name (partial): This enables the feature based on a partial name matching of the Payee and uses the payee name itself as the Match Key.

- Match Payees name (exact): This enables the feature based on an exact match of the Payee. You might use this method when you want to keep track of different Payees that have the same business name but have different locations.

- Match on a name listed below: This enables matching based on multiple different or optional names for a Payee. You would use this matching ability when you have a particular Payee that has different business names but you want all imported transactions identified by any of those names to be associated with a single Payee in &kmymoney;.

  Another use of this method is if you want a payee for "Other food stores" to group all food stores other than the one or two you use often enough to want to track separately. You would enter each of the different store's names on the matching list, and all will then be matched to the same payee.

With any of these options you can choose whether or not to ignore the case sensitivity of the spelling of the payee based on whether you check Ignore Case.

#### Importing Transactions

The Match Keys you have set will be considered whenever you import transactions using QIF, CSV, OFX, or AqBanking from a file or online source. If the Match Key for one of your payees is found anywhere in the payee of the imported transaction, the corresponding payee from your list will be assigned to that transaction. Thus, a Match Key of Sun Trust will match SUN TRUST BANK MAPLE VALLEY,GA or even MORGEN SUN TRUST&LOAN. So choose your Match Keys carefully.

If a transaction payee matches more than one Match Key, the behavior is undefined. &kmymoney; will arbitrarily pick one of the matching payees.

## Manage link matching

This tab can be used to link a part of the memo field of a transaction to a remote or local URL, for example to make invoices or other documents accessible.

The tab contains input fields for a pattern and a URL template. The specified pattern is treated as a regular expression, which is applied to the memo field of transactions associated with this payee, and the resulting text is inserted into the URL template at designated locations. The link matching tab

The resulting URL is displayed as link in the general ledger at the corresponding transactions (see column "Detail"). Show link in the general ledger

The link can be accessed via the context menu of a transaction or via a keyboard shortcut. ....

### Hints

Found patterns, which must match Perl-compatible regular expressions, are inserted in the URL template in the place of the supported placeholders. Simple examples are:

- \d+\b - one or more digits followed by a word boundary.

- \d{2,4}\b - 2 to 4 digits followed by a word boundary

- \d{3}-d{6}\b - 3 digits followed by a hyphen and 6 digits followed by a word boundary

Supported placeholders are:

- %1 - first found expression

- %2 - second found expression (optional)

When using two independent patterns, the individual expressions in the pattern are separated by parentheses, ⪚, `(..)...(..)`.

In addition, predefined variables can be used in the URL template. Currently supported variables are:

- %year - the year from the date of the corresponding transaction