Creating a New Payee
It is beyond ridiculous that YNAB constantly thinks I don't know who I have paid wants to rename payees. I went to lunch at Coolgreens today. So I typed that in and put in an amount. I then see that it is being recorded as Walgreens.
Yes, yes, I know I can manually select create payee but that is inefficient. If I type in Coolgreens feel free to assume I am not an idiot and know that I actually had lunch at Coolgreens, not Walgreens. This issue happens on a daily basis. I type in a name not really all that close to another payee (often having a few letters at the end of the word that are similar and it gets changed.
This is just beyond annoying. I should not have to manually select create payee just because I chose to go somewhere new. It is particularly annoying when it is being renamed to something not that similar.
A few months ago I had dinner at Red Barn BBQ. YNAB decides that I really don't know where I went so it should change it to Dress Barn.
Typing in a payee's name should be sufficient to create the payee. Maybe you could give people the option to want to have Coolgreens changed to Walgreens just because. But me? I am normally and just want to type in a new payee without rigamorale.
Hi katsmeow !
Sorry for the annoyance there! If you're typing a new payee that doesn't contain the same characters, then it defaults to the option to create a new payee. For instance, if you have Dress Barn and Coolgreens as payee options but type in Apple, the default will be to create an Apple payee. However, since Dress Barn and Red Barn BBQ have matching characters included, it defaults to matching them.
When you have a moment, would you mind submitting a Feature Request for a change in the Payee auto-fill logic? That form goes directly to our development team so you can let them know what you’d like to see going forward. We can’t make any promises, but that puts it on our list of possibilities! :)Reply
Oh, I know how it works. I am just saying that it annoying and insane to type in Red Barn BBQ and have it changed to Dress Barn or Coolgreens changed to Walgreens. I've worked with many programs that have payees and this is the only one ever that does it that way for things are so different.
I have submitted a Feature Request and have been told that this is on the list of things. I was told this months ago. I am expressing that it is totally absurd to have something that is so consistently annoying and time consuming to deal with. This shouldn't work this way and should be fixed.Reply
I'm not sure if any of the YNAB staff is aware, but a large portion of your user base has given up on the feature request portal, because it seems that the only thing that ever comes out of it is is autoreplies saying Tuesday they've gotten the email, but neither actual replies (which are promised in the autoreplies), nor features, nor bug fixes come back out of the black hole that is the feature request portal.Reply
I'm fairly certain that mailbox routes to /dev/null.
Who wants to start a pool that one of the developers set that up and has been shinin' on the support people this whole time and is going to get the ax when the higher-ups finally, finally find out?!Reply
This still remains unbelievably annoying. I wrote a check to someone with the last name of Robinson. So -YNAB changes this to Baskin-Robins. I have used so many budgeting/financial programs over the year. All the way from Managing Your Money, through MS Money through Quicken and YNAB. None of them do it this way. None! This is still insane. Making feature requests is useless. I was told a long time ago that this was actually already in the works to be changed. And, yet, nothing happens.Reply