👤 Payee Page

Click any payee name in the transaction list to open their detail page. The payee page shows all transactions for that merchant, spending trends, and tools to link similar payees.

What you’ll see

Header

• Payee name — The merchant name (e.g. “TESCO”, “Amazon”)
• Alias badge — If this payee is linked to a canonical payee, a badge shows “Alias of [name]”
• Link similar — Opens the dialog to link or unlink similar payees

Spending chart

A chart showing spending by month over the last 3, 6, or 12 months. Use the preset buttons to change the range.

Transaction list

All transactions for this payee, paginated. For each transaction you can:

• Change category — Use the category dropdown
• Edit memo — Click the memo area to add or edit notes
• Clear/unclear — Toggle the cleared status (for reconciliation)
• Delete — Remove the transaction (via the row menu)

If the payee has aliases, transactions from linked payees appear here too. You can unlink an alias from the Link similar dialog.

Tips

• Use the payee page to spot spending patterns before budgeting
• Link similar payees from here when you notice duplicates
• Unlink an alias if you merged payees by mistake