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Make Payee change selected Account

Feature Request
On the mobile view when you hit add Transaction and if you enter a Payee first, can it be set to change the account to the last used account?  This is how YNAB is and its a big time saver, for example: Costco = Costco Citi Visa card, Grocery Store = a different credit card, etc.It would also be helpful if the behavior on the web was the same when working in the All Transactions view.  Thank you! Migrated from UserJot · originally requested Jul 2026 · 10 votes.
Status: Completed3 comments

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Comments3

  • Coffee Moss

    •

    Jul 17

    Nice job on this implementation! I migrated my data in from YNAB using the API key and was pleasantly surprised that picking a payee for a transaction that I have not added manually yet in Zerosum ended up picking the last used account.

    Seems like it’s locating the last used account for the payee based on the last transaction for the payee. I wasn’t expecting that. Figured it would have to learn what I do going forward.

    • Pedro

      Team•

      Jul 17

      Yes it populates/learns based on that

  • Coffee Moss

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    Jul 16

    This is working great in the PWA and it’s a big time saver when you have 18 accounts (checking/savings/HSA/credit vards) like my spouse and I do. Thank you so much!