Payee edit please!

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  • Updated 7 months ago
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I see others have asked for this same feature... all the posts seem to be years old! I accidentally misspelled a payee name and there is no way to fix it. Please add an "edit payee(s)" to this app!
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Sara Miles

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Posted 5 years ago

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Steven Tafzil, Employee

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Hi Sara,

You can edit the existing transaction and change the payee. Click or tap on the transaction you want to change to edit it.

Does that answer your question?
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Sara Miles

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No. I don't need to change the payee, I need to change the SPELLING of a payee that already exists. There is no way to edit or delete user-made payees.
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Steven Tafzil, Employee

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Hi Sara,

The payee names that are suggested to you are populated by your existing payees. If you're seeing a payee spelling that you've already corrected, send us an email at support@goodbudget.com with your Household Username and we'll look into it!
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Sara Miles

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The whole point is that I CAN'T correct a payee spelling. I could enter it again spelled correctly, but the old, misspelled one can't be deleted.
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Steven Tafzil, Employee

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Hi Sara,

I believe you. It sounds like something if off on your Household because what you're describing is not normal behavior. Send us an email at support@goodbudget.com with your Household Username and an example of a mis-spelled payee that you're seeing, and we'll be able to help you!
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lilywhite

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You can't edit an existing payee that you have recorded a payment to, because that database entry is in use in the database. You can't just get rid of it, as then all those entries would have an empty field for "Payee" and the database just simply does not work that way.

What I did was go to "Reports by Payee," find the one I did NOT want, and in all of the expenses I'd recorded for that Payee, I changed it to look how I wanted. Once there were no payments whatsoever to the one I had entered incorrectly it disappeared from the dropdown menu.

I hope this helps.
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Sara Miles

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I'm guessing you are talking about Goodbudget Plus, because I don't have this feature. I guess that explains everything!
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Steven Tafzil, Employee

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Hi Sara,

You can edit payee names on the free plan as well!

For example, say you have a transaction with a mis-spelled payee name. In this case there is an expense to "Saferway."


You can click on it to edit the transaction. When you click on the transaction you'll see a screen that looks like this:


Here you can edit the transaction. You can edit the date, payee, amount, envelope, account, etc. If we change the payee from "Saferway" to "Safeway" it will look like this.



When you're done editing, click on "Save Changes."
This will save the edits you've made.




Does that answer your question?
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Mike Alleman

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No
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lilywhite

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I feel like no one is understanding what Sara is asking for. It's very frustrating. She knows that she can change it in each entry as she makes it. This is not what she wants.

Here's a scenario:

Sara went to Safeway last week. When she entered the transaction, she misspelled it as "Saferway." This week she went to Safeway again. When she started to type "Safeway" the goodbudget interface suggested "Saferway." She chose at that point NOT to use the suggestion, and typed it correctly on the new entry instead.

When Sara goes to Safeway next week, and goes to enter the transaction, she will type "Saf-" and she will get a dropdown menu with two options: Safeway and Saferway. **She wants "SAFERWAY" not to be there.**

Sara, if I'm wrong please correct me.

Now back to our problem: if the free version doesn't have Reports, try searching for the incorrect entry, then you could do what I said above, i.e. change each entry individually. The dropdown list is not a static list that is formed as you go and stays as is. goodbudget pulls in those suggestions based on things that are currently in use in the database field. Once you have absolutely NO entries in the payee database that say "Saferway" (please substitute your actual problem, LOL), it will no longer appear in the dropdown.

I hope this makes sense. This is very basic MySQL database stuff but I imagine you don't do a lot of database programming. :)
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Mike Alleman

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I understand what you are saying, but you are asking the wrong question. The free version does have reports. There is a big old link on the top of the home page.
"Once you have absolutely NO entries in the payee database that say "Saferway" (please substitute your actual problem, LOL), it will no longer appear in the dropdown. " When you are trying to make the exact opposite point, it is confusing. It STILL appears in the drop down. That means it must be pulling it from a different database that does not update when you remove all of the transactions from "Saferway" (for instance). That database only updates when new payees are created. Apparently this 'delete feature was added in a 2011 update, but no one knows where it is.
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Sara Miles

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EXACTLY!!! You have it right on. It's a very simple request and I can't understand why it's so difficult to get the point across.

I only have one transaction to this specific payee. I have changed the name to the correct spelling but the old misspelling is still there. I have even deleted the transaction and BOTH the right spelling and the wrong spelling are still there. There doesn't seem to be any way to get rid of a payee once it exists.
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Steven Tafzil, Employee

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Hi Sara,

I think we can fix that. Register your household then send an email to support@goodbudget.com with your Household Username.
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Sara Miles

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Sorry, I am not going to register. I don't need to put my info on the web just to correct a spelling mistake.
(Edited)
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Ruby Jao

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I have the same problem except that instead of a typo, it's a space. I have 2 payee entries on the app for Target: "Target" and "Target " (space after). I logged into my site on my PC to try and find the instance of where I added space after, but when I do a search for "Target ", it doesn't recognize that space and it gives me all results with the word "target". I have maybe close to a hundred entries of target so I don't have the time to go to each one and make sure any spaces after the word are removed. When entering a transaction on the website, it only gives me 2 auto-generated payees, "Target" and "Target.com" (which is what I want!), yet when I add a transaction on the mobile app, it gives me 3 payees to choose from: "Target", "Target ", and "Target.com". Why can't the app version be more like the website version? Is there a way to reset all auto-generated payees without affecting past transactions? Sort of like my smartphone dictionary...you can add and remove auto-suggested words real-time without affecting anything that was typed in the past.
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Steven Tafzil, Employee

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Hi Ruby,

Sorry for the trouble. Currently there's no way to reset the auto-generated payees, they all come from existing transactions. If you've registered your Household, send us an email at support@goodbudget.com with your Household Username and we should be able to find and fix the mis-spelling for you. 

To refresh the payee list on your phone, we may need to make a change in our records so that it appears as a new device. On your side, you'll just need to login again and the suggested payee list should appear correct.
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Grant

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I appreciate this thread is pretty old now, but having just encountered this same problem, here's my solution. I exported the transactions to a CSV file, opened the file in Excel, then searched for and found the Payee with the incorrect name (space at the beginning) and then corrected that transaction in Goodbudget. Hope this helps.
(Edited)
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John Vander Stel

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Then I take it that the solution you outlined above does not work for those who do not need and do not want to turn on "accounts." 

Turning on "accounts" simply to edit all misspelled payee names and then promptly turning it off again will create all kinds of problems, from what I have seen in this forum. 

Those users are still stuck without a way to edit payee names in their transactions that were spelled wrong long ago ... not allowing one to even correct the spelling in even one solitary record... much less for as many times as it appears misspelled in all of one's transaction records within GoodBudget. 

In this case, GoodBudget always insists and actually persists, non-stop, in suggesting the wrong spelling!  In doing so, it actually "prevents" the user from editing that payee name in even one transaction record so it can be changed to the correct spelling!  This behavior is definitely not easy to describe in a way that is fully understood by the staff, so I hope this particular explanation finally makes it clear that this persistent problem still needs to be addressed.... sooner or later. 

The longer it takes to get a solution, the more payee names must be located and manually edited!  It only keeps getting worse with time!  That is how urgent this problem really is!
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Karisa Russell, Official Rep

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Hi John, 

Thanks for asking! You do not need to have the Accounts feature turned on to use the Search option to find and edit misspelled Payees. You can instead Search in a specific Envelope or Search your entire transaction list. 

The Payee suggestions Goodbudget gives to you when adding transactions come from the Payees that you've entered in your GB Household. In order to remove suggestions for incorrect spellings, you can find the transaction with the misspelled Payee, and edit that. The best way to do that is through Search on the web. 

Hope that helps!
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John Vander Stel

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Even if the payee name was misspelled when it was originally inputted into a GoodBudget transaction for the very first time, the misspelled payee name is automatically included into GoodBudget's "directly uneditable" internal payee database with the misspelling, as though it was, indeed, spelled correctly.  GoodBudget simply assumes that the exact payee name that is already in the database was originally spelled correctly.  
Now, if one were to then go back later to edit that payee name in a transaction to the correct spelling, GoodBudget's suggestion "feature" will automatically populate the field with the old misspelling again, thinking that the user has misspelled it.  GoodBudget tries to keep the user from making a mistake by auto-populating the field with the exact name, as it was originally spelled in the database.  
So, in trying to help the user, Goodbudget wrongly insists upon "preventing" the user from saving the corrected spelling.  It simply "insists" that the correct spelling is actually a mistake and auto-populates the field with the misspelled payee name yet again, that is already in GoodBudget's payee name database!  
Thus, the user is completely incapable of saving a different spelling of a payee name. Also, since Since the database is not directly editable by the user, there seems to be no way, at all, to correctly edit and save that payee name anywhere in GoodBudget!  
This specific inability to save what GoodBudget sees as a misspelled payee name in a transaction is why users are extremely frustrated when support tells them to simply "edit" the payee name in all transactions!  It appears that GoodBudget makes that completely impossible to do!  I'm sorry, but I simply do not know how to explain this problem any more specifically and precisely.
Hopefully, the user's problem is now fully understood, so offering a way to directly edit the payee names in GoodBudget's database can be properly prioritized in the "to-do" list.
Cheers!
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Karisa Russell, Official Rep

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Hi John, 

Thanks for adding your voice! If I'm understanding what you're saying, then some of what you're saying is incorrect. I'll explain. 

Now, if one were to then go back later to edit that payee name in a transaction to the correct spelling, GoodBudget's suggestion "feature" will automatically populate the field with the old misspelling again, thinking that the user has misspelled it. GoodBudget tries to keep the user from making a mistake by auto-populating the field with the exact name, as it was originally spelled in the database.

It sounds like you're saying that once you edit and correct a misspelled Payee, Goodbudget will continue to suggest the misspelling and you're unable to remove that suggestion. Is that right? If so, once the spelling is corrected (all transactions have been updated with the correct spelling), Goodbudget will no longer suggest the misspelled Payee anymore. If you do see that Goodbudget is suggesting the wrong Payee after the correction, try logging out / back into Goodbudget to clear your device's local cache. 

Thus, the user is completely incapable of saving a different spelling of a payee name. Also, since Since the database is not directly editable by the user, there seems to be no way, at all, to correctly edit and save that payee name anywhere in GoodBudget!

You can enter a new Payee (one with corrected spelling) when adding a new transaction, or by editing to correct any existing transactions that have a misspelling. When you do the latter, that will effectively make a new Payee. 

Hope that helps!
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John Vander Stel

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That is not what I was actually trying to say.  But, I simply cannot adequately explain the problem precisely and clearly enough. 

Due to that particular personal shortcoming about this one thing, it would not be wise to continue to clog the forum up with more posts about this.  I'll just drop out of this particular topic. 

I am just accepting that personal shortcoming and simply move on.  Never mind! ;-)

I just want to let you all know again that you guys and gals are doing a great job supporting us all here on the forum 24 hours of the day.  I could never do what you guys do every day with incredible ease.  You all rock! :-)
(Edited)
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Josie Chant

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I ran into this issue. I actually came to the website to delete a payee today. I found this thread and another one. 

Spelled Starbucks Stabucks. Using the search on website home page I found the 2 remaining stabucks entries edited to Starbucks easily.  Then when I went to add on website it no longer showed in my drop down payee list when I started typing sta.... In other words it vanished! 
*** I think this should be under FAQ *** otherwise we scroll past all of the above

Remaining issue - Stabucks was still showing up on my app even after synch and closed app. Then I tried powering down the phone. Still showed on payee list. From above it looked like my option was to remove device and then add it back. This did work.
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Karisa Russell, Official Rep

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Hi Josie, 

Can you try logging out / logging back in to your Goodbudget Household on your phone? That should clear your phone's local storage so you don't see that Payee anymore. 

Thanks!
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Michael Wise

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I tried editing old transactions as suggested to clean up misspelled payees. The problem I'm having now is that some of these transactions involve envelopes that have since been deleted. Now the software is demanding that I choose an envelope in order to save changes.
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Karisa Russell, Official Rep

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Hi Michael, 

Sorry that didn't work for you! In Goodbudget right now there's no master Edit Payee page. In order to make changes to your Payees, you must find and edit those old transactions that have the misspelled Payees associated with them. 

For now, I've got your vote for an edit-able Payee List to our features tracker. 
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Michael Wise

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Except you can't do that if the transactions with misspelled payees involve deleted envelopes. And undeleting envelopes opens a whole nother pandora's box. Why does it feel like we keep going in circles on this one? This is a feature we really need.
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Karisa Russell, Official Rep

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Hi Michael,

Sorry we don't have a better solution right now! 

It sounds like you already deleted the Envelopes that we restored for you. Another option you can try is making a new temporary Envelope that you can assign the transactions you want to edit to. Once you edit those Payees, you can delete the new Envelope.

To clarify, when you make the new Envelope and reassign transactions to it, you'll notice that Unallocated adjusts, and the temporary Envelope will probably have a negative balance in it. Once you delete that Envelope, Unallocated will go back to the number it was at before you created the new Envelope.

One con for this option is that those edited transactions will now show up in your spending reports as spending from the temporary Envelope you created, rather than the original Envelope they were assigned to. 

Hope that helps
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Michael Wise

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Well, that's an interesting idea. However, it does then bring us to another issue. Searches in GoodBudget do not recognize spaces. If I type "Target" and "Target " with a space at the end of the second example, there is no way to differentiate between those two spellings in a GoodBudget search.
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Karisa Russell, Official Rep

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Hi Michael, 

Yes, you're right the Search isn't catching those spaces! One thing you can try is selecting all of the returned Target transactions and then applying a bulk 'Change Name' update to update the Payee of all of those transactions. That way, you won't accidentally miss one. 

Thanks again