Create a spending report for a memorized payee

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:

• Review total spending for a particular vendor or service

• Identify recurring payments and spending patterns

• Monitor expenses for budgeting or tax planning

How to create the report

1. Choose the Tools menu > Memorized Payee List.

2. Locate the payee you want to report on.

3. Use either of these methods:

   • Click the report bar graph icon in the Actions column (the icon looks like three vertical bars).

   • Right-click the payee and choose Report from the context menu.

4. Quicken opens a report showing all transactions for that payee, including:

   • Date

   • Account

   • Category

   • Amount

   • Totals for inflows, outflows, and net total

Tips

• If you don’t see the Actions column, click the column settings icon (three stacked lines) and make sure Actions is selected.

• Use the toolbar above the report to filter by date, sort by category or account, and change subtotal options.