Ability to Search for Payees Under "Bills & Payments"

Flopbot
Flopbot Superuser, Beta Tester ✭✭✭✭✭
edited May 17 in Feature Requests

It would be very helpful to have a Payee search bar here…

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When I'm trying to track down a Recurring Series here, I usually don't remember the scheduled date that the transaction will clear. This makes for a lot of wasted time scrolling or hovering over individual days, or I'm forced to jump back to Settings > Recurring Series to remind myself of the payment date.

Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.

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  • DannyB
    DannyB Superuser ✭✭✭✭✭
    edited May 17

    @Flopbot

    Added my vote as any functionality that enhances efficiency and useability is worth adding.

    You do know you can access your Recurring Series directly form this page without having to go to Settings > Recurring Series. Menu at top of this page:

    Overview Cash Flow All Recurring

    Selecting the "All Recurring" will take you to the Recurring Series page. It would still be nice to have a search feature as you are suggesting, but this will save you having to completely leave the Bills & Payments page.

    Danny
    Simplifi user since 01/22
    ”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭

    @DannyB , What? No? What? I completely missed that tab!

    I'm loving Bills & Payments more and more all the time.

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 2021.

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