How do I create a spending report for a memorized payee?

Create a spending report for a memorized payee

You can quickly create a spending report based on any payee stored in your Memorized Payee List. This helps you track how much you've spent with that payee over time.

Why use this report?

Generating a report for a memorized payee allows you to:

• Review total spending for a specific payee

• Identify recurring payments or patterns

• Monitor vendor or service-related expenses for budgeting purposes

How to create the report

1. Select the Tools menu, then choose Memorized Payee List.

2. In the list, find and select the payee you want to report on.

3. Select the Report icon at the far right of the highlighted row.

Quicken will generate a report showing all transactions associated with that payee, including dates, accounts, categories, and amounts. A totals section at the bottom provides inflows, outflows, and net totals for the selected time range.

Note: If you do not see the Report icon, you may need to resize or maximize the window.

Tip: You can customize the report using the toolbar above the report. Adjust the date range, sorting options, or subtotal settings to focus on specific trends or time periods.