Give all of a payee's transactions one name

Steps

1. 1

   Step 1: Open Transactions and click one of the payee's transactions. The side panel opens.

2. 2

   Step 2: Edit Vendor at the top of the panel, say to Hope Hare, and press Enter.

3. 3

   Step 3: The panel lists the payee's other transactions, like every Zelle payment to Hope Hare, each with a box beside it.

4. 4

   Step 4: Untick any that shouldn't change, then press Apply. They take the new name, and the category too when this one has a category.

Good to know

• Banks write each Zelle payment and ACH deposit with its own reference number, so Accountable matches them by the payee the bank names, not the whole text.
• Later payments from the same payee arrive with the new name on their own.
• Every change shows a toast with Undo.

Related articles

• Change a transaction's category
• Create and edit categorization rules
• Undo a change