Tagged: Payee

All transactions are importing with the same Payee name, how do I fix this?

Posted on by Kristen Barth

If all transactions are importing using the same payee name in Banktivity for Mac, you probably have an Import Rule that is applying this payee name to all transactions when importing. Click on the word Configuration in the bottom left corner of the document, then choose Payees, Schedules & Rules from the menu that appears.…

Import Rule setting for a payee that changes based on date, location, etc…

Posted on by John Sawyer

There may be cases where you shop at the same store but at different locations or cases where the payee name includes the date of the transaction when downloading. In these cases your Import Rules may not match the next transaction and apply categories for you automatically. You could set the Regular Expressions (RegEx) code…