The Bulk Manage Payees is essentially a handy shortcut from the place you’re most likely to realize your list of payees could use a little tidying up — in the Accounts screen.
When you’re entering a new transaction and you click in the Payee field and notice multiple versions or spellings of the same payee, now there’s a link directly to the payee management tool. Click on that link, do a little housekeeping, then come back and enter your transaction.
originally the only way to access the Manage Payees screen was through the menu accessed next to your email address – this took you way out of your workflow
the Toolkit and now YNAB itself, added a “manage payees” button in the Accounts screen; access it by double-clicking in the payee field of a transaction
I’m not sure why this setting hasn’t been pulled from the Toolkit yet since this functionality has now been added to You Need A Budget’s core code.
Either way, it’s a very handy little feature that greatly improves workflow.
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