Payee

Discussion List

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  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ Closed DryHeat 104 views 16 comments 0 points Most recent by DryHeat November 5Bills and Income
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  [Hover text for long payee names] hides the Create Rule checkbox

  Closed Max1223 47 views 6 comments 0 points Most recent by Coach Jon October 14Report a Bug
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  Ally Bank transfer transactions will be labeled with the Payee as another vendor (edited)

  Closed E.W. 35 views 4 comments 0 points Most recent by Coach Jon October 1Adding and Updating Accounts
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  Payee - Can’t Find to Correct (edited)

  Closed Dick_Davis 35 views 5 comments 0 points Most recent by Coach Jon September 15Troubleshooting
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  Add a Payee Filter for empty payee names (edited)

  N4KHQ 50 views 7 comments 2 points Most recent by SRC54 September 9Feature Requests
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  Incorrect Transaction Payee

  Closed iakoubtchik 21 views 3 comments 0 points Most recent by Coach Jon August 4Troubleshooting
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  Transaction names being changed to random things (edited)

  Closed JulesDiB 11 views 1 comment 0 points Most recent by Coach Jon July 22Troubleshooting
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  payee names cut off in the register when hovering and editing (edited)

  Closed EL1234 82 views 17 comments 0 points Most recent by EL1234 July 13Report a Bug
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  Merged: Managing Payees in Settings

  Closed aastol 1 view 0 comments 1 point Started by aastol July 2 Feature Requests
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  Merged: Payee Name display cut off on screen

  Closed Ron4266 1 view 0 comments 0 points Started by Ron4266 July 2 Managing Your Transactions
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  Payee names are STILL truncated or incorrect

  Closed SeattleGuy 77 views 9 comments 1 point Most recent by SeattleGuy June 5Report a Bug
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  Viewing your Payee "list" (sorry, no editing)

  Closed spamwich 44 views 2 comments 1 point Most recent by spamwich May 19Share your Success!
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  Merged: Input fields got really narrow in last two days

  Closed Sabrina Blue 21 views 0 comments 0 points Most recent by SRC54 May 15Report a Bug
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  Merged: Automatically categorize imported transactions for manual accounts (edited)

  Closed Dillon 1 view 0 comments 1 point Started by Dillon April 23 Feature Requests
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  Report will not recognize Venmo as a Payee

  Closed cat4130 1 view 1 comment 0 points Most recent by Coach Kristina April 19Troubleshooting
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  Split Notes and Payees

  Closed Chr 23 views 2 comments 1 point Most recent by RobWilk April 16Feedback
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  Transaction Payee shows up as 'Mobile'

  Closed trezbo 13 views 3 comments 0 points Most recent by Coach Jon March 28Adding and Updating Accounts
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  Simplifi incorrectly auto-naming and auto-categorizing and hasn't learned from corrections

  Closed Vivek 25 views 1 comment 0 points Most recent by Coach Kristina March 22Troubleshooting
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  Merged: Ability to set transaction rules within individual accounts

  Closed USAviator 1 view 0 comments 1 point Started by USAviator March 21 Feature Requests
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  Old payees still showing up in Payee search, Can i delete them somehow?

  Closed RobWilk 23 views 3 comments 0 points Most recent by RobWilk March 15Troubleshooting
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  Capital one transactions importing with last four digits of credit card in the payee name

  Closed leothemack 51 views 8 comments 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
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  Bangor Savings Bank payee descriptions are too truncated

  Closed Mook Mook 11 views 3 comments 0 points Most recent by Coach Jon January 31Adding and Updating Accounts
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  Payee names truncated in ledger

  Closed lindsayla18 232 views 27 comments 2 points Most recent by Jenny T December 2024Report a Bug
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  Where do I go to manage Payees?

  Answered ✓ Closed nrp06 236 views 9 comments 0 points Most recent by EL1234 December 2024Getting Started
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  Payee renaming suddenly really bad

  Closed carmy 49 views 2 comments 0 points Most recent by Coach Kristina December 2024Troubleshooting
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  Provide Option to Disable "Smart" Features

  Closed User20230826 55 views 3 comments 3 points Most recent by Coach Natalie November 2024Feedback
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  Automatic Transaction Payee and Category names are getting worse

  Closed msl2424 31 views 1 comment 0 points Most recent by Coach Jon November 2024Troubleshooting
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  "Appears on your [...] statement as" Text Download Length

  Flopbot 215 views 15 comments 0 points Most recent by Coach Kristina November 2024Managing Your Transactions