Payees

Payees are the people, businesses, or services you pay (or receive money from). They’re optional on transactions but help you track spending patterns and make filtering easier.

How payees are created

Payees are created automatically when you type a new name in a transaction form. You can also create them manually on the Payees page.

Renaming a payee

Click the payee name in the list (or click Rename on hover) and type the new name. All existing transactions that use this payee update to show the new name automatically.

Deleting a payee

Click Delete next to a payee. If the payee has no transactions, it’s removed immediately.

If transactions exist, you’ll be asked to either:

Reassign — move all transactions to a different payee
Clear — remove the payee reference from all transactions (they become payee-less)

Merging payees

savr doesn’t have a dedicated merge feature, but you can achieve the same result by deleting one payee and reassigning its transactions to another.