Add a Payee Filter for empty payee names (edited)

N4KHQ · September 5

Add a Payee Filter for empty payee names

[edited for context]

SRC54 · September 5

OK, I am awaiting more information before voting on this, BUT when I sorted All Transactions by Payee to see if I had any blank payees (I didn't), I discovered something interesting.

If you sort by Payees or by Notes or by Category (there may be others) instead of Date, Simplifi allows you to choose all transactions! Why is this great? Because it has been a consternation to me how much work I had to go through to un-collapse all the transactions going back four years when it was sorted by Date.

But if you go to an account and sort by payee, category, notes, you can then choose all the transactions and double check the math in your account. Unfortunately, clicking on date again collapses them again.

Everyone will now say, "yep, didn't you know that? LOL. Maybe I am just slow.😃

@DryHeat

Coach Natalie · September 5

@N4KHQ, thanks for posting your suggestion to the Community!

I've moved this out of Feature Requests for now so we can gain a clearer understanding of what you're looking for. For more details on creating Feature Requests here in the Community, please see our FAQ here:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

With that, please provide more specifics on what you'd like to see added in Quicken Simplifi, and why/how it would benefit you and other users.

We look forward to your reply!

N4KHQ · September 5

When you filter by payee, you have a list of all payee you have transactions for which is very helpful. If the transaction has a payee field that is empty, the filter will not work because there is not empty to select.

Coach Natalie · September 5

@N4KHQ, thanks for the clarity! I have turned this back into a Feature Request.

SRC54 · September 8

This probably doesn't help you, but I only get blank payees once in a while from Fidelity, and if nothing else, I put Fidelity as the payee so I don't have any blank ones.

If you mean to have blank payees, you could create a new payee for them e.g., None, Null, Blank etc. so you can search for them.

As I say, I sorted for payees and didn't find any blank so was wondering whether you have a lot of them download that way or you like to use blank payees for some reason? Pardon my curiosity.

N4KHQ · September 9

I have about 40 pre month, Apple post a 2 or 3% reward every time I use Apple Pay with Apple Card. I use Apple Pay on my watch to pay for a lot of small stuff or meals. Apple Rewards is the only transaction I have that returns blank Payee transactions. I probably could make a rule to change the category to rewards but a search for empty Payee would probably not take a coder 45 minutes to add.

SRC54 · September 9

Thanks for the reponse. I call mine Apple Rewards. That's the insanity of giving out these small rewards one transaction at a time. Once per week would be sufficient. You can bulk edit them. Hope you figure out a way to do it more efficiently.

I don't have any recollection of ever getting a blank payee, and I do have an Apple Card, but if I did, I probably just fixed it automatically.

It's another reason that I made rewards an expense category so I could avoid all those small incomes. I just do it as a negative fee.

Edit: I went to my Apple Savings account where I have my Apple Card rewards deposited to see what the transaction description says. It says "Deposit". That's it. Dumb of Apple or is it Goldman Sachs. They should at least say "Apple Rewards". The next time I use my Apple Card, I will be on the lookout.

Add a Payee Filter for empty payee names (edited)

Active · Last Updated September 5

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