Filtering or Selecting Payees by search or wildcard (Q Mac)

Brent · July 12

Hi everyone…

(I've searched this topic and only found solutions that work on Windows, not Mac).

I'm trying to get a report of all the transactions I have with Amazon. Unfortunately, Amazon transactions all have unique default Payee info, which means that the UI to select payees requires you to manually select every single one of them. Even if you Search, then Select All, it Selects ALL, not just the ones shown in the search. (That's dumb, FYI).

I cannot seem to find a solution to not manually have to click all the separate Payees.

Screenshot 2025-07-12 at 17.24.00 PDT.png

Any ideas?

Jon · July 12

Do you actually need all those different names? If not, then create a renaming rule that says any payee containing "Amazon" should be renamed to "Amazon". Apply the rule to existing transactions & all those payees get replaced with just one.

UKR · July 13

Amazon transactions may use different payee names, e.g.,
"Amazon.com*…",
"Amazon Mktplace …",
"Amazon Prime*…",
"Amazon Retai*…",
"Amazon Mktp …",
"Kindle Svcs*…"
and possibly others.
If you have an Amazon credit card, be sure to not include your credit card payment transactions to, e.g. "Chase Amazon Prime 1234", in these rules.
You may need to build several rules to capture what you need.

Brent · July 21

I like these suggestions.

I found a temporary workaround that was similar, I think. But the rename transactions one might help in the future.

UKR · July 21

Thanks for your comment, Brent.

IMHO, it's best and easiest if you use one distinct Payee Name for all your Amazon.com purchases.
Ditto for all other stores where downloaded transactions result in a hodgepodge of different payee names.
That makes it better for situations where you ask, e.g., "How much did I spend on Amazon?"
It also reduces the size of the Payee Name data base table, thus potentially improving performance.

Filtering or Selecting Payees by search or wildcard (Q Mac)

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