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Can Dashboard view "Top Payees" card Please Be Fixed to Exclude Transfers

Zoolook

I'm pretty sure this didn't always be this way, and the Mac version does not include transfers in Top Payees. It's not useful to see transfers to savings and credit card payments in the top 5 payees all the time. This occurs whether you include the accounts being transferred to in the account scope.

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Comments

Quicken Kristina

Hello @Zoolook,

If you're talking about the Top Payees dashboard card including transfers, then I would recommend reviewing and adding your vote to this Idea post:

https://community.quicken.com/discussion/7905311/option-to-exclude-transfers-from-top-payees-snapshot-in-new-dashboard

I hope this helps!

Zoolook

Thank you, I just did that. It has been there since 2022, so I guess it isn't happening?

Is there a reason the Mac version ignores transfers and the Windows version includes them? That seems inconsistent.