List of auto-payments and payees

AdeleB

I have a number of recurring payments tagged as auto-pay. Is there a way to get a list of those auto-payments that shows the payee for each? It's a nuisance if I have to update a credit card and have to individually identify which automatic payments are on that card. I know I can download a list of reminders and manually check each one but it's a pain. I'd also like to have a list that I can share with my spouse in case something happens to me.

David Christopher

"tagged as auto-pay" Do you literally have a Tag 'auto pay'?  If so, you can pull a Cash Flow by Tag report.

Open the Reports on menu, choose Reports and Graph Center, then choose 'Cash Flow by tag' 

Click on Customize and on the 'Display' tab at bottom, drop down the 'Organization'  and choose 'Income and Expense' (that gets the payees into the report.)
Then go to the 'Tag' tab and click on 'Clear All' then choose the 'auto pay' tag.

Then click Show Report.  Only the transactions tagged 'auto pay' will be in the list with the payee.

David Christopher

"tagged as auto-pay" Do you literally have a Tag 'auto pay'?  If so, you can pull a Cash Flow by Tag report.

Open the Reports on menu, choose Reports and Graph Center, then choose 'Cash Flow by tag' 

Click on Customize and on the 'Display' tab at bottom, drop down the 'Organization'  and choose 'Income and Expense' (that gets the payees into the report.)
Then go to the 'Tag' tab and click on 'Clear All' then choose the 'auto pay' tag.

Then click Show Report.  Only the transactions tagged 'auto pay' will be in the list with the payee.