Descriptor
The raw text your bank prints on a transaction, like SQ *BLUE BOTTLE 0421. Alison turns it into a payee.
In Solo Superstars
Always kept as-is on the transaction. Rules can match on it, and the payee resolution strips processor prefixes, store numbers and dates to find the business behind it.
Example
"SQ *BLUE BOTTLE 0421 OAKLAND" → payee Blue Bottle Coffee.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- bank memo
- statement text
Related
- Payee — Who a bank transaction was really with, resolved from the descriptor. One payee can have many descriptors.
- Bank rule — "If the payee or descriptor looks like this, book it here." Rules run on every import; Alison proposes new ones from your corrections.
- Bank transaction — One line from your bank: a deposit, a charge, a fee, a transfer. Imported from a statement, entered by hand, or synced.