Option to exclude transfers from "Top Payees" snapshot in new dashboard

almatav

I love the new dashboard and its snapshots like "Top Payees." But that said, the utility is a bit kneecapped by the inclusion of transfer payments. At any given time, three of my five "top payees" end up being payments to credit card companies, one ends up being Amazon (so all of those dollars are double counted almost by necessity since they show up in the credit card payment), and one is almost always just reimbursement from an HSA or dependent care FSA. So it /should/ be great, but it ends up being noise because I can't omit transfers between accounts.

thorn5

"Top Payees" snapshot is worthless, inaccurate, and does not serve the purpose for which it was intended in its present state if you use split transactions. Quicken developers need to work on this some more.

almatav

> @thorn5 said:
> if you use split transactions.

Oh that's interesting, it hadn't occurred to me that there'd be an issue with split transactions too. Like idk, mortgage payments.

gyoung345

Agree, I know my top payees are my own accounts (visa, mc).

AlN

Of further interest, if you click on the Top Payees header for the widget, you're presented with a Spending by Payee report that doesn't match up to the top payees initially listed--and ignores the transfers that others have mentioned. This needs to be polished a bit more, if this is the direction going forward.

JHN

Adding my voice to this: even after the latest Quicken update (to 6.10.1), my "Top Spending Payees" are ALL transfers.

I thought, maybe I'm doing it wrong. But if so, I don't know what to put into the Payee field on a transfer. If I leave it blank, then the Top Spending Payees just aggregates all the stuff I left with a blank Payee into one huge "payee" in the Top Spending Payees box.

The online help is not helpful on this; it does not, in particular, provide any example of what a "correct" transfer is supposed to look like (in general, lack of examples is a weakness of Quicken online help).

And if I AM doing this right, then the Top Spending Payee box does not address any question that I'm actually interested in (or at least, looking at my top transfers was not a top priority for me).

Chris_QPW

@JHN for what it worth, this is a Windows thread, but I do believe that both the new Dashboard in Quicken Windows and the one in Quicken Mac have the same flaw.

Unknown

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pedroFerreira

I guess I found out a way to exclude certain categories from the "Top Spending Payees". In the "Payees & Rules" window (in a Mac version, Window > Payees and Rules, there are check boxes in the "Hidden" column. If you hide it, it won't appear on reports. I just hided all transfers between my accounts, e.g. a VISA payment which is a transfer from my current account to my VISA card account, and now the Top Spending Payees dashboard started to be useful. :smile:

deininger

Interesting, I tried the suggestion of hiding payees, and it didn't seem to have any effect on my (Mac) Top Spending Payees. I too would like to find a way to exclude transfers from this dashboard tile.

Tony I

I make many many transfers in a given month including credit card payments and transfers between savings acounts and checking etc. I never put a Payee in there. I wouldn't know what to put. I guess on a CC payment you can enter the credit card name. Either way my "no payee" transactions are far and away the largest on the home screen. Pretty useless information

Zoolook

Add me to the vote - this has been out there since 2022, is there any chance of changing it? The Mac version does not show transfers in top payees, which makes it cleaner and more useful. I can't imagine the two versions are different intentionally, unless there is some data showing Windows users prefer to see a list of credit card payments and savings account tranfers, and Mac users prefer to see coffee shops and grocery stores? ;)

EdInSC

Add my vote. Both "Top Payees" and "Income and Expense" have issues. I made a large IRA contribution this month and it shows up as an expense in Income and Expense, distorting the expense metric for the rest of the year. This could be fixed by simply adding an "exclude" field to the transaction that would exclude that transaction from reports, dashboards, etc.

cpacpacpa

Current version is almost worthless if you use tranfers

Jim_Harman

— deleted - self-referencing now that the posts have been merged —

Quicken Jasmine

Hello @cpacpacpa,

Thank you for reaching out to the Community with your request.

Your idea has been merged into this already active Idea thread regarding the same request.

Thank you!

Juststeve88

@Jim_Harman the idea post that you suggested people review is the idea post that you're replying to with the suggestion.

Zoolook

Is this idea going to be implemented? Having gotten used to this widget on the Mac version being useful, it's a bit painful to be switching back to Windows and finding the Windows widget almost useless.

Jim_Harman

@Zoolook

The status of this Idea is Reviewed and it currently has 23 votes. Generally Ideas need to have about 50 votes before they are considered for implementation.

To vote for an Idea, go to the first post in the thread and click on the little up arrow below the vote count.

Zoolook

https://community.quicken.com/discussion/comment/20450173#Comment_20450173

I voted for this in 2022. Regardless, credit cards should not be seen as "payees" if both the paying and recipient account are selected in the report, they should net out. I'm also not seeing a correlation between feature requests and feature implementation on the Windows side either - although it does work well on the Mac side. The top idea for Windows Classic seems to be "computable Social Security Tax" (which might say something about the demographic using Windows Quicken, and "Dark Mode" (my god).