Author Topic: Payee and Credit Card with Same Name  (Read 917 times)

Offline ednowicki

Payee and Credit Card with Same Name
« on: December 22, 2016, 07:56:13 AM »
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Financier v1.4.9

I imported my YNAB 4 budget.  Within this budget I have a Payee titled "Home Depot".

What I did:
Last week while at Home Depot I opened a Home Depot Credit card account.  When I got home I setup a new account in Financier titled "Home Depot".  A few days later I used my Credit Union debt card at Home Depot, when I got home I entered a transaction in my Credit Union account with the Payee titled "Home Depot" and category of "Home Improvement".  When I save this transaction it makes it a transfer and moves my amount from 'Credit Union" to "Home Depot".

The problem is both my Payee name and Account Name are "Home Depot". 

The workaround I did was to rename my Home Depot credit card account "Home Depot CC".


Offline Alex

Re: Payee and Credit Card with Same Name
« Reply #1 on: December 30, 2016, 08:52:24 PM »
Interesting, good to know. Definitely an edge case. This could be fixed if I namespaced transfers/payees, but I'll have to think about this further.
I am the Financier owner/admin/coder dude.