Payee

Discussion List

• 
  payee names cut off in the register when hovering and editing (edited)

  EL1234 44 views 10 comments 0 points Most recent by Coach Jon July 2Report 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 62 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 41 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 21 views 2 comments 1 point Most recent by RobWilk April 16Feedback
• 
  Transaction Payee shows up as 'Mobile'

  Closed trezbo 11 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 21 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 21 views 3 comments 0 points Most recent by RobWilk March 15Troubleshooting
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  [Hover text for long payee names] hides the Create Rule checkbox

  Max1223 32 views 5 comments 0 points Most recent by Coach Jon February 14Report a Bug
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  Capital one transactions importing with last four digits of credit card in the payee name

  Closed leothemack 31 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
• 
  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 151 views 9 comments 0 points Most recent by EL1234 December 2024Getting Started
• 
  Payee renaming suddenly really bad

  Closed carmy 43 views 2 comments 0 points Most recent by Coach Kristina December 2024Troubleshooting
• 
  Provide Option to Disable "Smart" Features

  Closed User20230826 52 views 3 comments 3 points Most recent by Coach Natalie November 2024Feedback
• 
  Automatic Transaction Payee and Category names are getting worse

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

  Flopbot 161 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 91 views 7 comments 0 points Most recent by Coach Kristina November 2024Adding and Updating Accounts
• 
  Is there a payee list

  Answered ✓ Closed mthomas24 121 views 4 comments 0 points Most recent by UrsulaA September 2024Getting Started
• 
  Rules are inadequate

  Closed Dancerfrog 31 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 42 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