Subtotaling payees within categories

mrkittyd

For taxes, I want to see where I spent my money-and I want Quicken to subtotal payees within the categories so I don't have to go through and do it myself!  I can't seem to make it do that.

Anders Martinson

Are you looking for a cross tab that shows category totals by payee, or a list of transactions that is grouped first by category and then by payee?

The first is possible by modifying the Cash Flow report to show Payees in the columns. But that's probably not what you because there will be so many zeros for all the categories where payees aren't used.

The latter is not possible for all categories at once. You would need to go through and do it yourself running reports one category at a time. Running the reports from the category list might make the process a little easier. If you click on the "Usage" count in the category list, you'll get a transaction report by payee for that category.

NotACPA

Q can't sub-total beyond 1 level.  So "Charitable Contributions" is one level ... and you're asking for a 2nd.

For now, create a report that ONLY includes Charity Contribs, and subtotal that by Payee.

Anders Martinson

Are you looking for a cross tab that shows category totals by payee, or a list of transactions that is grouped first by category and then by payee?

The first is possible by modifying the Cash Flow report to show Payees in the columns. But that's probably not what you because there will be so many zeros for all the categories where payees aren't used.

The latter is not possible for all categories at once. You would need to go through and do it yourself running reports one category at a time. Running the reports from the category list might make the process a little easier. If you click on the "Usage" count in the category list, you'll get a transaction report by payee for that category.

GeoffG

Have you looked at the Tax Schedule report? It provides every taxable entry by tax code. Just print it as PDF.

Jim_Harman

The Tax Schedule or Tax summary reports are good, but he (and I) would like it subtotaled by payee, so we can compare Quicken's totals to a bank's 1099 for example. 

NotACPA

Jim_Harman said:

The Tax Schedule or Tax summary reports are good, but he (and I) would like it subtotaled by payee, so we can compare Quicken's totals to a bank's 1099 for example. 

Jim, only one payee would be on a 1099 ... so I'm not following your statement.

And why doesn't the Tax Schedule report handle that for you?

mrkittyd

Although the tax report is ok, there is still no way to total say, charitable contributions by payee without doing it by hand or separate report-ex: weekly church contributions get mixed by date with others throughout the year-you ought to have a choice to subtotal by payee

NotACPA

Q can't sub-total beyond 1 level.  So "Charitable Contributions" is one level ... and you're asking for a 2nd.

For now, create a report that ONLY includes Charity Contribs, and subtotal that by Payee.

NotACPA

See my reply of 6:53pm today ... about 5 positions up.

Anders Martinson

A slightly less painful approach might be to run Cash Flow or Spending by Category Report showing just the category totals. You could then Quick Zoom on the category totals one by one to get the detail for that category and subtotal the result by payee. Still a lot of steps and not exactly what you're after, but it might be a start.

mshiggins

From C. D. Bales:

@Anders Martinson said: "A slightly less painful approach might be to run Cash Flow or Spending by Category Report showing just the category totals".

I think the Cash Flow report can do more work for the user than the Spending by Category report.

The Cash Flow report (as you noted in an earlier reply) can show subtotals for every payee for every category(Categories in rows; Payees in columns - or vice versa) - no requirement to drill down for the subtotals. [But if you need transaction detail, you can drill down for it.]

You can streamline the Cash Flow report by electing to include only "Tax-related" transactions (Customize > Advanced tab). And to reduce the amount of horizontal space the report utilizes, you can elect to round to whole dollars.