delete unused recipients

[ilf]

I occassionaly edit recipients after entering the original expense, creating a new recipient entry. To remove those, I would find a "delete unused recipients" feature useful. But it might be overkill. What do you think?

[mtotschnig]

I think it might be a useful feature. But your use case makes me think about something else:
If you edit a transaction and change the payee name due to a typo, at least optionally you should have the option to alter the existing payee instead of adding a new one. What do you think?

[ilf]

Sure, that would also be nice, if it's not too complicated.

[SAMUD]

I would like to have a generall "Cleaning up feature". Where you could merge unused, but also used recipients into one.

For example you have "Bäckerei Hanswurst" then, few days later you dont pay attention and you only write the company name "Jan Hanswurst" and then a few days later again you start importing transactions via FinTS which would add the recipient "Jan Hanswurst Bäckerei GmbH".
Especially importing transactions via FinTS is adding a lot of new recipients, because most of the time they don't have the same name as the one you typed into the app manually.

Now having the possibility to merge all those recipients (and transactions) into one would be best. Thats why I think this feature goes together with Issue #1058 to make a "Cleaning" feature set somewhere in the App.

[mtotschnig]

@SAMUD For the case that you describe, the Payee screen already has a Merge functionality. It allows to choose between 2 merge strategies: Either the duplicates are deleted, or the duplicated are grouped together. The latter one was designed for the FinTS use case: For example, if the transaction data downloaded from the bank contains different variations of "Bäckerei Hanswurst", you could group them together, and then only the main entry will be visible in the payee selection on the transaction edit screen. Please give it a try, and let me know if it works for you.