Manage personal payers and payees

Open the Payers or Payees page

Go to the Payers page to review income sources that pay into your accounts, or go to the Payees page to manage people or businesses you pay. If you are not in a personal workspace, the page will prompt you to switch to one before you continue.

1. Open the Payers page or the Payees page in your personal workspace.
2. If you are not already in the correct personal workspace, switch to it first.
3. Use Search to narrow the list by name.
4. Use Refresh to reload the current list.

Understand payers and payees

Payers groups incoming transactions by counterparty name, using the transaction description when no counterparty name is present. Payees lists personal vendor profiles. A payer can display a matching profile; creating a profile alone does not create incoming transaction history or guarantee a payer tile.

• Payer summaries reflect incoming credits and can show linked vendor details when a profile exists.
• Payee tiles show profile details when they are saved on the record.
• The same name can exist separately in another workspace; changes apply only to the current workspace.

Add or edit a payee

1. On the Payees page, select Add Payee.Add Payee
2. Enter the payee Name. You can also fill in Legal Name, Email, Phone, Website, Address, City, State/Region, Postal Code, and Country.
3. If available, select Enrich with AI to try filling missing profile fields.Enrich with AI
4. Select Save to create the payee.Save
5. To change an existing payee, select the payee tile or Edit, update the fields, and select Save.Save
6. To stop without saving, select Cancel.Cancel

After a confirmed save and successful list reload, the editor closes and the current profile is available in the list. To clear an optional field on an existing profile, erase its value and save; Name must remain filled in. Profile edits do not change the transaction amounts. Website links are offered only for valid HTTP or HTTPS addresses.

Add or edit a payer

On the Payers page, selecting a payer opens a modal with totals, recent activity, and the linked profile if one exists. You can update the payer name and profile fields from that modal.

1. Select Add Payer to create a new payer profile, or select an existing payer tile to edit it.Add Payer
2. Enter the payer Name and any available profile fields such as Legal Name, Email, Phone, Website, Address, City, State/Region, Postal Code, and Country.
3. If available, select Enrich with AI to try filling missing profile fields.Enrich with AI
4. Select Save to store the payer profile.Save
5. If you rename an existing payer, the app may also update matching transaction labels for that payer in the current workspace.

Renaming an existing payer updates its matching incoming transaction labels, then updates or creates the linked profile when profile access is available. Review the current name and affected income history before saving. These are separate checked changes: if a later step fails, earlier confirmed steps can remain saved. Refresh and review the current transactions and profile before another edit. Adding a payer profile does not record income.

Use the summary in the modal

Payer Summary counts matched incoming transactions as Credits and shows their signed amounts under Total In. Payee Summary counts matching outgoing transactions as Payments and shows their signed amounts under Total Paid. Matching uses the trimmed, case-insensitive counterparty name, with description as a fallback; it is based on the current personal transaction list, not a separate bank balance.

• Totals remain separate for each currency; no exchange conversion or cross-currency sum is implied.
• Counts describe matching transaction rows. Last Seen or Last Paid uses the latest matching transaction date.
• The full paged transaction list must load successfully before its summary can be used. A failed or incomplete read is unavailable, not an empty history.
• A genuine zero amount can be a signed total. No payments means the complete read found no matching payments. An absent or invalid amount or currency is unavailable.

Delete a payer or payee

Review the record before choosing Delete and confirming the removal. Deleting a payee removes its profile, without deleting transaction amounts. Deleting a payer clears the matching incoming transactions’ payer labels and vendor links and may also remove its linked profile. Transaction amounts remain; description fallback can still make a transaction appear under a payer name.

1. Open the payer or payee you want to remove.
2. Select Delete.Delete
3. If prompted, confirm the removal in the delete dialog.
4. If the page asks you to reload the current list before another change, refresh the list first.

A confirmed removal followed by a successful list reload closes the editor and confirmation dialog. A failed payer removal can leave earlier changes confirmed; review the refreshed records before deciding what remains to do. The action is not a single rollback of every affected record.

Common limits and recovery

• Unavailable means the app could not finish loading the current summary or profile yet.
• If Save or Delete is disabled, check that you have owner or admin access in the current workspace.
• If AI enrichment does not fill anything in, the app may not have found a better profile match for the name you entered.
• If the page shows an unconfirmed change, reload the current list before trying another edit or removal.

Recover a confirmed change when the list fails to reload

If the write was confirmed but refreshing the list failed, keep the editor open and use the read-only recovery action.

1. Choose Reload saved result after a confirmed save, or Reload removed result after a confirmed removal.Reload removed resultReload saved result
2. Wait for the current list to load. These controls read the result again without repeating the confirmed change.
3. If the outcome itself is unconfirmed or the message reports earlier confirmed steps, refresh and inspect the current transactions and profile before another write. Contact support with the displayed reference if the remaining outcome is unclear.

When the current read succeeds, the editor closes. Do not treat a closed dialog, a failed response, or a partially loaded list alone as proof that every requested change completed.