Add Payees (separate from memo)

[iffy]

For instance:

amount: 50 euros
category: clothing
payee: amazon
memo: shoes

[iffy]

Imported from https://trello.com/c/8LtYekDw

• copy over comments

[Limezy]

I wait for that one ! 😃

[cykedev]

+1

[Limezy]

I was just thinking : when you add the payee feature, there will be a conversion process.
For this process not to be too time consuming would be great to be able to :

• Be able to use old "memos" as Payees for old transactions
• Be able to quick select a group of transactions and choose a payee for all of them

[iffy]

Looking for feedback if you have it: if I renamed "Memo" to "Payee" (and then did autocomplete #106) would it be sufficient to expect Memo-type stuff to go in notes?

What are the pros/cons of this change in how you budget? I'm asking because I think I would leave the memo blank 90% of the time.

[cykedev]

Currently I rarely use memo - most of the time only when returning some stuff or when I need to remember things. All other times, I only use payee

[Mpic]

What are the pros/cons of this change in how you budget? I'm asking because I think I would leave the memo blank 90% of the time.

It would be a nice change for me, but I see two problems :

• I would not be able to see the transaction details without clicking on the Memo icon, and that would be tedious when categorizing and reviewing. Payee is not enough for me.
• As I cannot get data from my bank other than by manual CSV export (macros are unusable with our encrypted sign-in system), I often resort to manual entry. In the CSV files, Payee and Memo info is a mess in the same field. Thus, there must be a way to manually enter Memo as easily as it is now with the keyboard, no clicks involved (when adding new transactions)

I'm all waiting for auto-complete :-)

[electricburgers]

What are the pros/cons of this change in how you budget? I'm asking because I think I would leave the memo blank 90% of the time.

I used both Memo and Payee for most of my transactions. I'm forgetful and like to know what that $45 was for so I put that in Memo.

[GavoGavo]

I know this is ongoing but wanted to highlight the importance of the Payee feature to me. This is the only thing stopping me from using Buckets exclusively (vs YNAB4).

Justification for Payee:

Allows more accurate visualisation of money allocation (and provides option for future "auto-fill of memo").

Reason memo is insufficient: Does not allow me to separate items out. E.g. Payee = Bob's Supermarket. Memo = Potatoes, Carrots, Salt etc vs. current system of Memo = "Bob's Supermarket": Potatoes, Carrots, Salt

Also, reporting with fewer fields means can only categorize by the Category field, rather than by Payee (how many times did I shop at Bob's Supermarket vs Paul's Supermarket?).