Change the name of a payee

If you download a transaction that has a confusing payee name, you can rename the payee to better describe it. When you rename a payee, the name is changed in all transactions that contain the old payee name.

To rename a payee:

Click Banking, click Account Tools, and then click Categories & Payees.
In the left pane, under View, click Payees.
Click the payee you want to change. If you find more than one name for the same payee, click only the name that you want to change.
At the bottom of the page, click Rename.
In the New name box, type the name you want to use for this payee, and then click OK.

Notes

You can also change a payee name when you review downloaded transactions.
You cannot rename payees that have automatic payments or e-bills associated with them.

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