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Ability to search for original payees/"Appears on your statement as..." info (edited)

MovingFromMint

Sometimes there is more information in the original payee field that is displayed when you view the details of the transaction than in the cleaned-up payee name generated by Simplifi. It would be useful to be able to search based on the original field.

For example, my Paypal transactions show up as PP*Foobar or Pp*Foobar and gets cleaned up to Foobar by Simplifi. If I could search on the original payee name, then I could mark all the Paypal transactions as transfers. Just one example.

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Coach Natalie

Hello @MovingFromMint,

Thank you for taking the time to post your suggestion to the Community!

I have gone ahead and turned this into an Idea post so that other Users can vote on it. Please be sure to add your vote as well!

-Coach Natalie

Morlock

this would be incredibly helpful, especially when you have rules to automatically clean up any names but you forgot to put tags on the transaction.

khad

Added my vote. Similar example with Apple Cash payments. Searching original description allows one to see all Apple Cash payments even after they've been renamed to be more descriptive.

alkaboy

It would be helpful if the Transaction Search box included searching on the field for the original transaction name as it appears on the provider's transaction.

For example, if I click on a transaction that has its Payee named to "ABC Coffee Shop" and it says "Appears on your <bank> statement as Amazing Best Coffee Shop on <date>." It would be great if searching for "Amazing" included that transaction.

JMQkn

Really need this

sbennet1

I have the same problem