How to recategorize all transactions for a Payee

 

It's possible to change all the transactions for a given payee by change the default category for

that payee using the steps below.

  • Login to Cheqbook
  • Switch to the company you want to work with.
  • Click Payees from the menu on the left
  • Click Edit beside the payee you want to change.
  • Change the Default Category to the new one you want to use.
  • Click Save
  • On the next page Update Transactions, select All and click Confirm to change all transactions under that Payee to the new category.
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