Payee

Discussion List

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  Provide Option to Disable "Smart" Features

  Closed User20230826 67 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 31 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 225 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 95 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 151 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 50 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 45 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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  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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  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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  Merged: Edit payee icon to add company logo

  markv 11 views 0 comments 1 point Started by markv January 2024 Feature Requests