Rule for Payee Name not getting applied
J
Jose Simon
I have a rule for Payee name which looks for 'A' and changes it to 'B'
However, on the transaction page, the Payee name still shows 'A'. Clicking on the change history shows the below, but I have not updated the name manually.
2026-09-07 (2 days ago) by <user>
Payee updated from 'B' to 'A'
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C
Chris
The other issue is that, when the non-updated name appears in the transactions table, if you click on the payee cell and click away, it records that as the user updating the payee name, and now that will be saved as the payee name. I think that may be what happened to you Jose, when it says you manually updated even though you did not.
J
Jose Simon
Chris That's true. When I clicked on the Payee cell and clicked away, it showed that as a change in the change history, even though I didn't change anything.
C
Chris
Noticing a similar (maybe same) issue. If I am in the transactions view, and create a rule via the transaction details sidebar that updates the Payee name, when I initially click "save and apply" the payee names are updated correctly in the transactions table. But if I refresh the page or leave and return, the payee name in the transactions table reverts to the previous name. However, if I open the transaction details for one of the items, it shows the correct, updated payee name. So it appears that the table view is not pulling in the correct/current payee name, even though it seems like it is updating in the DB. I've also double checked that I don't have any other conflicting rules.
J
Jose Simon
Chris I am seeing the same behavior.
J
Jose Simon
I changed the name but it is still showing the old name. I did not manually change it from Sripat Bakers to Pkts Foods LLC
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