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Add Payees List/Ability to Manage Payees (edited)

The Donovan

Hello! I’ve been using Simplifi for a few months now and I’m starting to really clean up transactions for reporting. It would be great if there was a simple place where we could see all of the Payees in one location so that we can rename or merge with other Payees if they are the same since different banks push the Payee names differently.

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Feature Request

Status: Active

Comments

purdnost

I concur. There should be a “Payees” section alongside the “Categories” section in Settings.

I wanted to update a payee name just this morning to be more descriptive and I had to manually search for all instances in All Transactions and rename them manually.

cgoneal

There has to be a way of removing old payees that do not get used any longer. Or, payees that come in one way, and then you correct them. When you do that the old payee remains in the list. Seeing all these payees that never get used is cumbersome and annoying. Not to name drop but your product Quicken allows you to remove old payees and merge them as well. So does the other great application YNAB. To be competitive I feel you need to have this ability.

Flopbot

@cgoneal I understand the desire for this ability and voted accordingly above. Just want to make sure that I addressed your one point.

The way I understand it, currently the thing that causes something to be remembered in the payee list is if its EVER been used in ANY of your registers. If a payee downloads as ‘Small Business xyz’ and you correct it to ‘Small Business’, it will be dropped from the recommended payee list unless you happened to miss changing one of several transactions from a few years back. With a little sluthing, it is possible to completely remove an old, incorrect payee from that list. Yes, it can be tedious.

TiggerTrainer

It would also be helpful to be able to pull a listing of all payee that is independent of the “reporting” rules so that you can choose for it to use the excluded payees or not that way you get a full listing of all payees used.

it would also be nice to see how many total transactions are applicable to that payee.

spamwich

Just adding my "vote" for a Payee list.

I think Simplifi is a great product. I look forward to maximizing its offerings. Imho, managing and cleaning datasets is a key to that goal. For sure, the payee list is unmanaged (by the user). Please consider adding it…and implementing a payee "merge" capability to address my 100+ "double entries" due solely to upper and lower case letters.

SGF

Agreed “the payee list is unmanaged (by the user). Please consider adding it”. I vote for this.

onenonly25

I recently imported a large number of Amazon transactions, but I didn’t realize that each transaction included an order number next to "Amazon," which resulted in the creation of many different Amazon payees.

There should be a setting that allows to delete or edit payees. I’d like to clean this up and consolidate the duplicates.

aastol

Hi! It would be handy to be able to manage payees in Settings in the same way as categories. That way, if I wanted to rename a payee, it would apply the change to all affected transactions. It would also be handy to merge payees in Settings as well. Thank you, Simplifi Team!

MorganG48

I see this has been requested FOR A FEW YEARS. Please add this feature. It's cumbersome and annoying. Can this request be Escalated?

Dick_Davis

This programming could be very easy as it just changes the data source and the program logic is the same as categories.