Bank Transfers <-> Blank Payees in Dashboards

bembolado

Bank transfers were showing on Dashboards as payees. I tried to exclude them, no option available. Is that really the case?

I blanked all payees under bank transfers, it is better, but now “blank payees” are at the top of all Dashboards as MAJOR payee.

Besides, I cannot automate planned bank transfers with a blank payee, as the payee is a mandatory field.

Has anyone faced a similar issue? How to overcome this pain? This is certainly a product gap.

[Edited-Readability]

Quicken Alyssa

Hello @bembolado,

Thank you for sharing your experience.

I have a couple of follow-up questions for you if that's ok.

• Where is your data file located?
• Is your file being synced or backed up by any third-party services like OneDrive, Dropbox, or iCloud?

Also, is it possible for you to share some screenshots of what you are seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!