Is there a way to do a drop down list of common Payee/Payer list within the transaction page? Or do I have to type it in every time?
@mmoffatt12 Good question. Stessa does not currently “remember” or store common payee names by user, so yes, this is currently a manual process. Many automatically imported transactions will come in with the payee already pre-filled, but if you’re doing manual entries, you’ll currently have to type them in yourself each time.
We’ll close this thread since there is already a very similar request being tracked here:
Autocomplete payee/payer names in manual transactions