Top Payees on Dashboard
Options
Phillyacct
Member ✭✭
Reviewing the discussions it seems that two selection criteria for "Top Payee" need to be looked at:
1) Payees with split transactions are excluded from "Top" (I pay rent & fees with one payment, but my landlord doesn't show up as a "Top Payee")
2) The option to include or exclude transfers as a "Top Payee". I can see both advantages (Transfers to Savings or investments) and disadvantages (I'd like not to see credit card transfers).
I use Quicken for Windows
Thanks
1) Payees with split transactions are excluded from "Top" (I pay rent & fees with one payment, but my landlord doesn't show up as a "Top Payee")
2) The option to include or exclude transfers as a "Top Payee". I can see both advantages (Transfers to Savings or investments) and disadvantages (I'd like not to see credit card transfers).
I use Quicken for Windows
Thanks
1
Comments
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Agree, I am seeing similar results as with your #1. Also seeing some Credit Card payees on the list while others are not, all with similar transactions. Haven't been able to resolve with "support" as of yet?0
This discussion has been closed.