Payee

Discussion List

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  Blank payee on Transactions page for Fidelity CMA account

  Closed brokenchord 92 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 147 views 4 comments 0 points Most recent by UrsulaA September 2024Getting Started
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  Rules are inadequate

  Closed Dancerfrog 34 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 43 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 44 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 1 view 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 21 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 11 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 11 views 1 comment 0 points Most recent by Coach Kristina April 2024Feedback
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  Consolidate Payee Names

  Answered ✓ Closed neon45 75 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 187 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 402 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