Dashboard and "Top Payees"

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How does dashboard select which transactions it puts on the top payee side and can I edit it?
Reason: I have 2 homeowner association dues that hit on exact same day from 2 different payees. One gets listed, one does not. The only difference is the one listed is a single category and the one that isn't listed is a split (dues, and another fee). However in the one that isn't listed the dues portion is more than the one that is shown.

Any thought/suggestions would be appreciated

Thanks
Jeff107

Best Answer

  • Scooterlam
    Scooterlam SuperUser, Windows Beta Beta
    Answer ✓
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    It appears that the Dashboard's Top Payee snapshot does not recognize split transactions.   The snapshot is not editable.   Do a Help>Report a problem... and reference this post's URL.  Perhaps a @Quicken moderator can validate and feed this back to the development team.

    I can replicate this behavior by creating 2 payees, one containing a split.  Both have expense levels that make the top 5 for the period selected.  Image 1.



    The register entries result in the Top Payee snapshot showing only one Payee and excludes the Payee with the split transaction.  Both Payees should show.  Yet, the Payee with the split, TEST PAYEE 2, displays properly in the Recent Transactions snapshot.  Image.


Answers

  • Scooterlam
    Scooterlam SuperUser, Windows Beta Beta
    Answer ✓
    Options
    It appears that the Dashboard's Top Payee snapshot does not recognize split transactions.   The snapshot is not editable.   Do a Help>Report a problem... and reference this post's URL.  Perhaps a @Quicken moderator can validate and feed this back to the development team.

    I can replicate this behavior by creating 2 payees, one containing a split.  Both have expense levels that make the top 5 for the period selected.  Image 1.



    The register entries result in the Top Payee snapshot showing only one Payee and excludes the Payee with the split transaction.  Both Payees should show.  Yet, the Payee with the split, TEST PAYEE 2, displays properly in the Recent Transactions snapshot.  Image.


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