Editing Payee Name

Discussions specific to Windows version of AceMoney

Editing Payee Name

Postby Zaphod2016 » Sun Mar 20, 2016 11:54 am

I am trying to change several Payee names in my AceMoney such as:

Old Entries: eBay - SellerNameXXX
New Entries: eBay: SellerNameXXX

or

Old Entries: Amazon - Seller
New Entries: Amazon.com: Seller
New Entries: Amazon.co.uk: Seller

etc.

The problem I'm running into is that it will not allow me to change case (upper/lower) or otherwise make small edits to such entries, instead reverting back to the formatting used in the previous transaction(s).

Is there a way to directly edit the 'registry' of all data (or Payees)?

Perhaps exporting to csv, editing the Payees list to my liking, then importing/overwriting the old data?
(I'm asking first, instead of attempting it and corrupting my AceMoney file :o )

Thank You in advance for any help :)

--Zaphod
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Re: Editing Payee Name

Postby RLebeau » Mon Mar 21, 2016 5:55 pm

Zaphod2016 wrote:The problem I'm running into is that it will not allow me to change case (upper/lower) or otherwise make small edits to such entries, instead reverting back to the formatting used in the previous transaction(s).


Works fine for me. How exactly are you trying to edit it? Are you trying to edit it inside a transaction? If so, that is the wrong way to go.

Zaphod2016 wrote:Is there a way to directly edit the 'registry' of all data (or Payees)?


That is what the Payees page is meant for. You can add/remove/edit Payees however you want. There is a "Payees" button on the top toolbar, and a "Payees" item in the top "View" menu.

Zaphod2016 wrote:Perhaps exporting to csv, editing the Payees list to my liking, then importing/overwriting the old data?


No. Besides, you can't export/import just the Payees anyway, only transactions.
Remy Lebeau
Lebeau Software

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Re: Editing Payee Name

Postby Zaphod2016 » Mon Mar 21, 2016 11:43 pm

Thank You so much, RLebeau! :)

I never even looked at the Payees button, I was thinking that was for something else entirely...

It still took a little longer than I would've liked to get them all changed, but now it's done and I'll know where to go next time ;)

--Zaphod
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