Simpler Payee Names

Many banks add various details to the name of a payee. In the past, we included that information in the payee name, but we learned that this can sometimes just become confusing and ugly. While we don’t go back and change your old data, many of your new payee names will come in without the added garble of information at the end. 

 Right now this change is only true for the Banks and Credit Cards listed below, but we hope to expand the list in the future:

Bank of America (All except WA & ID)
Wells Fargo Bank
American Express Cards
Chase Bank

You can see and example of the difference below.

It used to look like this:
old_import.jpg


Now it will look like this:
new_import.jpg

Please note: If you have renamed any of these transactions, they might default to the new simpler name. This will only affect new transactions coming in.
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