Change of payee name

[Jack]

On 2016.12.29 09:08, Thomas Baumgart wrote:
> On Thursday 29 December 2016 11:48:45 Bob Williams wrote:
> 
>> One of my payees has merged with another business, resulting in a  
>> new name. If I change the payee name in KMM, then all the historical  
>> transactions change payee. This is good behaviour, as spelling  
>> sometimes needs to corrected, but see my next question.
> >
>> Is there a way to create a new payee but somehow link it to an  
>> existing payee, so that new transactions appear with the new name,  
>> but earlier transactions are still associated with the old name?
> 
> You can simply create a new payee using the payee view.  
> Unfortunately, your e- mail footer does not contain the KMyMoney  
> version ;) but this works for a long time.
> 
> I am not sure if I understand your 'problem' which would only exist  
> in case the two payees have the same name. Otherwise, they are just  
> two separate payees. The old one keeps all the transactions assigned  
> to him/her, the new one will get the new transactions.
> 
> It would get a bit tricky if you still receive online transactions  
> with the old name as payee information and want to map that to the  
> new payee. But that is also possible in KMyMoney.
> 
> Maybe you can share an example or explain the setup a bit more.

I have had the same issue.  As just one example, my telephone company  
changed from AT&T to Frontier.  For the moment, lets ignore the issue  
of a few transactions where the billing name doesn't really match who  
I'm paying.  I will make a personal decision which name/payee to use  
for those.  The issue is that I seem to have two choices, and both have  
a down side.

1) I simply change the name of the payee from AT&T to Frontier.  Now  
all my old and future phone bills show up under the same payee.  The  
problem is that (unless I also put the company name in the memo) there  
is no easy way to know which company a particular transaction actually  
went to.  I will say the many of my OFX imports do put the company name  
in the memo, but I have typically removed these, since in general (with  
the exception of this issue) I see no reason to have the same value in  
the payee and the memo.

2) I create a new payee for Frontier.  Now I know which company was  
associated with each transaction, but I can't easily see all my phone  
bills under a single payee.  I can see them by looking at the  
appropriate category (assuming I have one for phone bills) but if I  
only use a category for all utility bills, there is no easy, sinlge  
place to just see all the phone bills.

So - whether someon can easily see all transactions for both companies  
at the same time (assuming he does create a new payee) is possible if  
they are all assigned to the same category.  It is also possible in a  
transaction report, but just selecting those two payees.  Another way  
would be to create a tag, and apply it to the appropriate transactions,  
but that would take a lot of manual work to set it up initially.

Bob - did I understand correctly, and do you have a better idea of your  
options?

Jack