Payee

Discussion List

• 
  Does the Statement name change when going from pending to cleared?

  Answered ✓ sbennet1 33 views 4 comments 0 points Most recent by sbennet1 May 8Managing Your Transactions
• 
  in quicken simplifi PayPal only shows "debit card transaction" where the payee should be

  Kuhzah 44 views 6 comments 0 points Most recent by Coach Jon May 5Adding and Updating Accounts
• 
  Amex Rewards Checking accounts: mapping of Payee field to Simplifi not correct

  skyblade42 29 views 3 comments 0 points Most recent by Coach Natalie May 4Adding and Updating Accounts
• 
  3 char min for rules

  Steve86 21 views 3 comments 0 points Most recent by Coach Kristina April 25Managing Your Transactions
• 
  Allow updating or removing the payee's name from the list

  Closed JE TXUS 52 views 4 comments 0 points Most recent by EL1234 February 26Feedback
• 
  Payee names not updated once transactions are downloaded into Simplifi

  Closed PatLamb99 32 views 4 comments 0 points Most recent by PatLamb99 February 5Troubleshooting
• 
  Transactions are being randomly changed

  Closed Cosmo24 31 views 4 comments 0 points Most recent by Cosmo24 January 17Troubleshooting
• 
  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 1 view 0 comments 0 points Most recent by Dick_Davis December 2025Managing Your Transactions
• 
  Merged: Category has shifted to Payee in Transaction Activity for one account

  Closed dont 11 views 0 comments 0 points Most recent by dont December 2025Managing Your Transactions
• 
  Rule to automatically trim Payee Name

  Closed randy-sk 41 views 3 comments 0 points Most recent by randy-sk December 2025Managing Your Transactions
• 
  4

  Up Down
  Transaction Rule to trim template text from Payee Names (edited)

  Active randy-sk 31 views 1 comment 4 points Most recent by DryHeat December 2025Feature Requests
• 
  Which Payee name does Simplifi use when matching a transaction to a recurring series?

  Answered ✓ Closed DryHeat 171 views 16 comments 0 points Most recent by DryHeat November 2025Bills and Income
• 
  [Hover text for long payee names] hides the Create Rule checkbox

  Closed Max1223 51 views 6 comments 0 points Most recent by Coach Jon October 2025Report a Bug
• 
  Ally Bank transfer transactions will be labeled with the Payee as another vendor (edited)

  Closed E.W. 31 views 4 comments 0 points Most recent by Coach Jon October 2025Adding and Updating Accounts
• 
  Payee - Can’t Find to Correct (edited)

  Closed Dick_Davis 31 views 5 comments 0 points Most recent by Coach Jon September 2025Troubleshooting
• 
  2

  Up Down
  Add a Payee Filter for empty payee names (edited)

  N4KHQ 53 views 7 comments 2 points Most recent by SRC54 September 2025Feature Requests
• 
  Incorrect Transaction Payee

  Closed iakoubtchik 21 views 3 comments 0 points Most recent by Coach Jon August 2025Troubleshooting
• 
  Transaction names being changed to random things (edited)

  Closed JulesDiB 11 views 1 comment 1 point Most recent by Coach Jon July 2025Troubleshooting
• 
  payee names cut off in the register when hovering and editing (edited)

  Closed EL1234 102 views 17 comments 0 points Most recent by EL1234 July 2025Report a Bug
• 
  Merged: Managing Payees in Settings

  Closed aastol 1 view 0 comments 1 point Most recent by aastol July 2025Feature Requests
• 
  Merged: Payee Name display cut off on screen

  Closed Ron4266 1 view 0 comments 0 points Most recent by Ron4266 July 2025Managing Your Transactions
• 
  Payee names are STILL truncated or incorrect

  Closed SeattleGuy 133 views 9 comments 1 point Most recent by SeattleGuy June 2025Report a Bug
• 
  Viewing your Payee "list" (sorry, no editing)

  Closed spamwich 42 views 2 comments 2 points Most recent by spamwich May 2025Share your Success!
• 
  Merged: Input fields got really narrow in last two days

  Closed Sabrina Blue 21 views 0 comments 0 points Most recent by SRC54 May 2025Report a Bug
• 
  Merged: Automatically categorize imported transactions for manual accounts (edited)

  Closed Dillon 1 view 0 comments 1 point Most recent by Dillon April 2025Feature Requests
• 
  Report will not recognize Venmo as a Payee

  Closed cat4130 1 view 1 comment 0 points Most recent by Coach Kristina April 2025Troubleshooting
• 
  Split Notes and Payees

  Closed Chr 21 views 2 comments 1 point Most recent by RobWilk April 2025Feedback
• 
  Transaction Payee shows up as 'Mobile'

  Closed trezbo 14 views 3 comments 0 points Most recent by Coach Jon March 2025Adding and Updating Accounts
• 
  Simplifi incorrectly auto-naming and auto-categorizing and hasn't learned from corrections

  Closed Vivek 61 views 1 comment 0 points Most recent by Coach Kristina March 2025Troubleshooting
• 
  Merged: Ability to set transaction rules within individual accounts

  Closed USAviator 1 view 0 comments 1 point Most recent by USAviator March 2025Feature Requests