Ability to search for original Payees names (edited)
MovingFromMint
Member ✭
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.
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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17
Comments
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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-Coach Natalie
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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.0
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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.
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