Mvelopes Customer Ideas

When matching transactions keep the manually entered payee name

When matching a downloaded transaction to a manually entered transaction, the downloaded transaction name is kept. This is not right, the manually entered transaction name should ALWAYS win.

For example:

ILLY CAFFE NORTH AME8774559347 is not as clean/useful as Illy Cafe.

Also, the downloaded transaction name can vary slightly so when downloading transaction data to a CSV file, I have to do a lot of payee data cleanup.

  • Chris G
  • Sep 1 2021
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