How to recategorize all transactions for a Payee

It's possible to change all the transactions for a given payee by change the default category for

that payee using the steps below.

• Login to Cheqbook
• Switch to the company you want to work with.
• Click Payees from the menu on the left
• Click Edit beside the payee you want to change.
• Change the Default Category to the new one you want to use.
• Click Save
• On the next page Update Transactions, select All and click Confirm to change all transactions under that Payee to the new category.