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

almatav
almatav Member ✭✭
in Display/UI (Windows)
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.
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  • thorn5
    thorn5 Member ✭✭
    "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
    almatav Member ✭✭
    > @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
    gyoung345 Member ✭✭
    Agree, I know my top payees are my own accounts (visa, mc).

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