Payee Tags

Payee Tags are a great way to organize/group your payees however you need.

For example, you might have some payees that get paid Monthly, some that get paid Quarterly, others Biannually. Tagging them accordingly will help you filter by those tags in your list of Payees each period, so you can more easily identify which payees to focus on.

To tag payees, just go to the Payee and hit Edit, then add the tags. (You can't currently edit them, but we'll get there). You can also bulk update via Payee Export/Import from the Payees screen.

Other use cases might include: identifying songwriters as opposed to artists; grouping individual payees into a "band"... what else?! Let us know!