Add a "search and replace" feature for payee names

  • 2
  • Idea
  • Updated 3 years ago
  • Not Planned
How about adding a "search and replace" feature for payee names? This would allow the user to quickly correct a series of misspelled names which seems to be a common user issue. Example "Wal-Mart" should be "Walmart". There would be two boxes SEARCH "Wal-Mart" and REPLACE where one would type the correct spelling "Walmart". Then click a button to execute. This would change all of the "Wal-Mart" payees to "Walmart". Look at Microsoft Word for an example of this feature.  This would save users a lot of time by not having to manually change multiple entries.
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Posted 3 years ago

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Photo of Karisa Russell

Karisa Russell, Official Rep

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Hi Keith, 

Thanks for the suggestion! Goodbudget does have a feature on the web that works similarly. The main difference is that Goodbudget won't find the transactions for you. But, you can use the Bulk Edit feature on the web to change the name of multiple transactions at once. 

To do that, first, you'd use the Search bar to pull up the transactions you'd like to rename. Then, check the selector box under the 'Type' column. Next, select the 'Change Name' option in the top right corner to rename all of those transactions. 

For now, I've added your request to our tracker for future consideration.