You Need A Budget 4 (YNAB)

You Need A Budget 4 (YNAB)

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Philippe 2014 年 4 月 13 日 上午 8:19
[feature request]Switching payee and memo
I know you've an option to do that in bulk, but for some reason, some of my payments appear with Payee and Memo switched around. This isn't a problem with YNAB, but rather with the people sending the bills, because as Payee is generally limited in size, I think they want to write their full name in the Memo part, instead of writing cryptic ♥♥♥♥ in the Payee field.
I totally understand the intention, but the result is a bloody mess, with lots of "PREVELMNT" in my Payees and every session I end up having to cut/paste the damn fields.

So yeah, a nice little Right Click option in the Transactions review window would be awesome. Right click on a transaction > Swap Memo/Payee. Done.

Maybe even Swap and apply renaming rules, if you wanna be all fancy (because since the fields are swapped, my renaming rules don't get applied to it on Import and that's a bit sad)

Thanks!
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RodeoClown 2014 年 4 月 13 日 下午 4:18 
Sorry about the frustration there - I'm not sure if we'll add this or not, but I'll bring it up for discussion with the team.
Cheers,
-Ian
Philippe 2014 年 4 月 15 日 下午 4:03 
Oh it's not your fault, like I said. But surely I'm not the only one having this sort of difficulty?
RodeoClown 2014 年 4 月 15 日 下午 4:38 
I'm sure a few people have hit it too.
One other thing you could do is set up some payee rename rules, which make the payee far more readable: http://www.youneedabudget.com/support/article/payee-settings
Cheers,
-Ian
Philippe 2014 年 4 月 16 日 上午 9:42 
Oh yeah, I'm definitely using the Payee rename rules.
It's a brilliant tool and absolutely indispensable with silly payees who insist on putting a date in the payee field instead of the memo, making them appear as twenty different payees when I do a report -_-;
Now I have tons of rules for those and it makes everything much easier to read indeed, thanks!
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发帖日期: 2014 年 4 月 13 日 上午 8:19
回复数: 4