Add Payees List (edited)

The Donovan
The Donovan Member
edited September 10 in Feature Requests

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.

5 votes

Active · Last Updated


  • purdnost
    purdnost Member ✭✭✭
    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.