Payees

The directory of every party you've transacted with. Each payee can have a default category, classification, and notes attached so future transactions auto-fill from the payee picker.

Header icons

• Search — filter by name.
• Merge — long-press a row first to enter selection mode.
• New payee — open the new-payee form.

Sort

The chip row above the list lets you flip between A→Z, Z→A, Most used, Recent, Custom, Frequency. Your choice persists per book.

Merge

Long-press a payee to enter selection mode, pick two or more rows, then tap Merge. The first selected row becomes the surviving payee; all transactions referencing the others are rewritten to point at it, and the duplicates are deleted.

Delete

Long-press → trash icon (or tap Delete on the edit screen) opens the delete-with-reassign sheet:

• The header summarises the impact ("N transactions, M recurring templates affected").
• The target picker chooses where to reassign the orphaned references. Unassign (move to the placeholder Unknown) is pinned first.
• Delete commits the reassignment + removal in one DB transaction.

Tips

• Payees auto-fill the category and account fields on TransactionNew based on what you used last time with them.
• "Unknown" is the placeholder payee. Transactions imported without a payee land there until you re-tag them. Don't delete it — the placeholder row id is reserved.