How to Link a Payee to Another Calmony Account
Share payees across multiple Calmony accounts without re-adding them manually
If you manage more than one Calmony account, you can link an existing payee from one account to another - no need to add them again from scratch.
To link a payee to another Calmony account:
- Navigate to the account the payee is currently set up on
- Go to Payees
- Find the payee you want to link to another account
- Select Actions beside their name
- Choose one of the following options:
- Linked Accounts - Link Additional - to link the payee to a specific account. Then select the account(s) you want to link the payee to.
- Linked Accounts - Link All Accounts - to link the payee to all of your Calmony accounts at once.
To unlink a payee from an account:
From the same Actions dropdown, you'll also find the option to unlink the payee from any of your accounts.