This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!
To delete existing transaction payees, 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 delete a payee, click on it and click Delete button. MoneyWiz will ask you if you are sure. If you proceed, the payee will be deleted and removed from any transactions that might be using it. MoneyWiz does not check whether the payee is used or not so please check this yourself before deleting the payee (for example by generating a payee report for all time period).