You can quickly generate a spending report for any payee in your Memorized Payee List. This helps you track how much you’ve spent with that payee over time.
Why use this report?
Creating a payee-specific report can help you:
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Review total spending for a particular vendor or service
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Identify recurring payments and spending patterns
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Monitor expenses for budgeting or tax planning
How to create the report
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Choose the Tools menu > Memorized Payee List.
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Locate the payee you want to report on.
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Use either of these methods:
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Click the report bar graph icon in the Actions column (the icon looks like three vertical bars).
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Right-click the payee and choose Report from the context menu.
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Quicken opens a report showing all transactions for that payee, including:
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Date
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Account
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Category
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Amount
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Totals for inflows, outflows, and net total
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Tips
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If you don’t see the Actions column, click the column settings icon (three stacked lines) and make sure Actions is selected.
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Use the toolbar above the report to filter by date, sort by category or account, and change subtotal options.