Is there a payee list

mthomas24
mthomas24 Unconfirmed, Member ✭
edited September 30 in Getting Started

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

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  • mthomas24
    mthomas24 Unconfirmed, Member ✭

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

  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    edited September 29

    @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.

    Chris
    Quicken Desktop user since 2014.
    New to Simplifi in 2021.

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