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There are three ways of creating transaction payees that we'll go through here.
Creating Payees via Settings
This is probably the method you'll use least often. To create new transaction categories, first go to MoneyWiz Settings. You can get there using one of the three ways:
- click on the gear icon in the bottom-left corner of the screen,
- press this combination of keys on your keyboard: ⌘ cmd + on Mac or control + , on Windows (that's a comma),
- on Mac, click on MoneyWiz menu bar item in the top-left and then Settings.
Once you're in Settings view, click on Payees tab. You'll see something like this:
To create new payee using this window, click on New button and enter the payee name. You'll then be able to choose it from the list during transaction creation.
Creating Payees while creating transactions
Far easier and quicker method is to create payees right from the transaction creation window. When creating or modifying a transaction, just type in the Payee field. Once you click Save, if the payee you've typed does not exist, it will be created.
Creating Payees while importing transactions
Both manual statement import as well as automatic Online Banking import feature have the capacity to create new payees for you. It is discussed in more details in other guides that relate to those features in detail.