Payee

Discussion List

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  Payee names truncated in ledger

  Closed lindsayla18 204 views 27 comments 2 points Most recent by Jenny T December 2024Report a Bug
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  [ONGOING] 11/27/24: Payee Names downloading as "Check" for Multiple FI's

  Coach Jon 60 views 1 comment 0 points Most recent by Coach Jon December 2024Current Online Banking Issues
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  Where do I go to manage Payees?

  Answered ✓ Closed nrp06 82 views 9 comments 0 points Most recent by EL1234 December 2024Getting Started
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  Payee renaming suddenly really bad

  Closed carmy 36 views 2 comments 0 points Most recent by Coach Kristina December 2024Troubleshooting
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  Provide Option to Disable "Smart" Features

  Closed User20230826 54 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 38 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 119 views 15 comments 0 points Most recent by Coach Kristina November 2024Managing Your Transactions
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  Blank payee on Transactions page for Fidelity CMA account

  Closed brokenchord 71 views 7 comments 0 points Most recent by Coach Kristina November 2024Adding and Updating Accounts
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  Is there a payee list

  Answered ✓ Closed mthomas24 78 views 4 comments 0 points Most recent by UrsulaA September 2024Getting Started
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  Rules are inadequate

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

  Closed DavidB 44 views 3 comments 0 points Most recent by DavidB September 2024Managing Your Transactions
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  Can I automatically run payee rename rules across all of transaction history?

  Closed kaltorak 35 views 1 comment 0 points Most recent by Coach Kristina August 2024Managing Your Transactions
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  Merged: Add "Amount of transaction" option to Payee Rules set-up...

  seeinghuman 3 views 0 comments 1 point Started by seeinghuman June 2024 Feature Requests
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  Rename rules to keep/exclude parts of statement name (like for Amazon purchases)

  Closed Thomsa 28 views 1 comment 1 point Most recent by Coach Natalie June 2024Feedback
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  Option to "show all" when clicking on a transaction's payee or category (edited)

  Active QQQ 17 views 0 comments 1 point Started by QQQ June 2024 Feature Requests
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  Splitting a transaction into two Payees

  Answered ✓ Closed 5thompson 52 views 1 comment 0 points Most recent by Coach Jon May 2024Managing Your Transactions
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  Limited Transaction Categorizing Rule

  Closed MM123 17 views 1 comment 0 points Most recent by Coach Kristina April 2024Feedback
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  Payee for Transfers

  Answered ✓ Closed Humanleg86 60 views 1 comment 1 point Most recent by UrsulaA April 2024Managing Your Transactions
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  Consolidate Payee Names

  Answered ✓ Closed neon45 66 views 2 comments 0 points Most recent by neon45 April 2024Troubleshooting
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  Suggestion for Spending Plan

  Closed CWW 90 views 6 comments 1 point Most recent by DannyB March 2024Feedback
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  Can I delete a payee?

  Answered ✓ Closed ihatemorning 111 views 3 comments 0 points Most recent by Flopbot March 2024Troubleshooting
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  Merged: Add option to make a payee name rule based on a specific string and not just keywords

  IzzyR 11 views 0 comments 1 point Started by IzzyR February 2024 Feature Requests
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  Payee consistently changed to something incorrect

  Closed txbuckeye 282 views 12 comments 2 points Most recent by Coach Natalie February 2024Managing Your Transactions
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  Merged: Edit payee icon to add company logo

  markv 11 views 0 comments 1 point Started by markv January 2024 Feature Requests
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  Merged: Renaming errors (## inserted)

  RobWilk 11 views 0 comments 0 points Started by RobWilk January 2024 Report a Bug