Discussion List

• 
  1

  Up Down
  Automatically categorize imported transactions for manual accounts (edited)

  Active Dillon 5 views 0 comments 1 point Started by Dillon April 23 Feature Requests
• 
  Report will not recognize Venmo as a Payee

  cat4130 4 views 1 comment 0 points Most recent by Coach Kristina April 19Adding and Updating Accounts
• 
  Split Notes and Payees

  Chr 21 views 2 comments 1 point Most recent by RobWilk April 16Feedback
• 
  Transaction Payee shows up as 'Mobile'

  trezbo 14 views 3 comments 0 points Most recent by Coach Jon March 28Adding and Updating Accounts
• 
  Simplifi incorrectly auto-naming and auto-categorizing and hasn't learned from corrections

  Closed Vivek 20 views 1 comment 0 points Most recent by Coach Kristina March 22Troubleshooting
• 
  Merged: Ability to set transaction rules within individual accounts

  Closed USAviator 5 views 0 comments 1 point Started by USAviator March 21 Feature Requests
• 
  Old payees still showing up in Payee search, Can i delete them somehow?

  Closed RobWilk 26 views 3 comments 0 points Most recent by RobWilk March 15Troubleshooting
• 
  [Hover text for long payee names] hides the Create Rule checkbox

  Max1223 31 views 5 comments 0 points Most recent by Coach Jon February 14Report a Bug
• 
  Capital one transactions importing with last four digits of credit card in the payee name

  Closed leothemack 36 views 8 comments 0 points Most recent by Coach Jon February 6Adding and Updating Accounts
• 
  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
• 
  Payee names truncated in ledger

  Closed lindsayla18 212 views 27 comments 2 points Most recent by Jenny T December 2024Report a Bug
• 
  Where do I go to manage Payees?

  Answered ✓ Closed nrp06 116 views 9 comments 0 points Most recent by EL1234 December 2024Getting Started
• 
  Payee renaming suddenly really bad

  Closed carmy 44 views 2 comments 0 points Most recent by Coach Kristina December 2024Troubleshooting
• 
  Provide Option to Disable "Smart" Features

  Closed User20230826 53 views 3 comments 3 points Most recent by Coach Natalie November 2024Feedback
• 
  Automatic Transaction Payee and Category names are getting worse

  Closed msl2424 33 views 1 comment 0 points Most recent by Coach Jon November 2024Troubleshooting
• 
  "Appears on your [...] statement as" Text Download Length

  Flopbot 153 views 15 comments 0 points Most recent by Coach Kristina November 2024Managing Your Transactions
• 
  Blank payee on Transactions page for Fidelity CMA account

  Closed brokenchord 87 views 7 comments 0 points Most recent by Coach Kristina November 2024Adding and Updating Accounts
• 
  Is there a payee list

  Answered ✓ Closed mthomas24 99 views 4 comments 0 points Most recent by UrsulaA September 2024Getting Started
• 
  Rules are inadequate

  Closed Dancerfrog 33 views 1 comment 0 points Most recent by Coach Natalie September 2024Feedback
• 
  How to set a default category for an unrecognized payee?

  Closed DavidB 41 views 3 comments 0 points Most recent by DavidB September 2024Managing Your Transactions
• 
  Can I automatically run payee rename rules across all of transaction history?

  Closed kaltorak 41 views 1 comment 0 points Most recent by Coach Kristina August 2024Managing Your Transactions
• 
  Merged: Add "Amount of transaction" option to Payee Rules set-up...

  seeinghuman 1 view 0 comments 1 point Started by seeinghuman June 2024 Feature Requests
• 
  Rename rules to keep/exclude parts of statement name (like for Amazon purchases)

  Closed Thomsa 21 views 1 comment 1 point Most recent by Coach Natalie June 2024Feedback
• 
  1

  Up Down
  Option to "show all" when clicking on a transaction's payee or category (edited)

  Active QQQ 11 views 0 comments 1 point Started by QQQ June 2024 Feature Requests
• 
  Splitting a transaction into two Payees

  Answered ✓ Closed 5thompson 51 views 1 comment 0 points Most recent by Coach Jon May 2024Managing Your Transactions
• 
  Limited Transaction Categorizing Rule

  Closed MM123 11 views 1 comment 0 points Most recent by Coach Kristina April 2024Feedback
• 
  Payee for Transfers

  Answered ✓ Closed Humanleg86 64 views 1 comment 1 point Most recent by UrsulaA April 2024Managing Your Transactions
• 
  Consolidate Payee Names

  Answered ✓ Closed neon45 65 views 2 comments 0 points Most recent by neon45 April 2024Troubleshooting