Is there a payee list

mthomas24

Is there a payee? I need to change the name of some of them.

UrsulaA

There is no payee list at the settings. However, I have cleaned up payees in Simplifi by using rules or bulk edit by filtering payees on the transaction list.

More info below

How to Use Transaction Rules | Quicken Simplifi Help Center (simplifimoney.com)

Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center (simplifimoney.com)

UrsulaA

https://community.simplifimoney.com/discussion/comment/41471#Comment_41471

There is a feature request for a payee list with over 20 votes. Vote for it below.

Add Payees List/Ability to Manage Payees (edited) — Simplifi (simplifimoney.com)

mthomas24

Thank you. I'd like to request Simplifi developers to consider adding a payee list feature.

Flopbot

@mthomas24

Ursala is right that there isn’t a Payee list per-say. That said, the list of payees is auto generated by your entries in (A) your transaction’s payees and (B) the payees for your Recurring Series items. In order to get rid of a particular Payee’s name (misspelled, etc.), then check both sources - by doing searches - and edit/delete as needed. Once the misspelling is gone from both places, it will be gone from the Payee list as well…the autocomplete one when working in transactions.