Name vs Payee

Discussions about iCompta on macOS
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paulrw
Posts: 39
Joined: 12 August 2015, 04:24

Name vs Payee

Post by paulrw »

Before I started using iCompta, I did not have separate fields for "Name" and "Payee". So if I went shopping for groceries, I would have "Grocery Store" as the payee of the transaction and "Groceries" as the category.

Can someone explain how to treat the different "Name" and "Payee" fields? There are times where I would typically only need to add a payee, but then iCompta populates "Name" automatically with "New Transaction". What am I missing?

Paul
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Angeman
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Re: Name vs Payee

Post by Angeman »

Name is mandatory whereas Payee is not that's why you get "New transaction". I think you could enter "Groceries" as the name of transaction too.
paulrw
Posts: 39
Joined: 12 August 2015, 04:24

Re: Name vs Payee

Post by paulrw »

Thanks. Can you explain what the normal use of Payee is, as separate from Name?
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Angeman
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Re: Name vs Payee

Post by Angeman »

For example you buy books from Amazon, you would put "Books" as name, "Amazon" as payee and probably "Leisure" as category.
paulrw
Posts: 39
Joined: 12 August 2015, 04:24

Re: Name vs Payee

Post by paulrw »

Ah, ok. Thanks, that's helpful.
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