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Report for Expensed Items Only

BRETTB
BRETTB Member ✭✭✭
How can I do a report on just Expensed Items that show date, payee, etc?

I don't see an option on any of the report fields?
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Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Could you explain what you mean by Expensed Items? 

    If you want all spending transactions, you might try the Banking Transaction report.

    Click on the gear to customize the report.

    on the Display tab you can select which columns you want to see.
    on the Categories tab select only spending Categories. 
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  • J_Mike
    J_Mike SuperUser ✭✭✭✭✭
    In the report Customize did;og, select the Advanced tab.

    Look for Transaction Types - the default is All Transactions,
    Change this setting to Spending.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited August 2020
    Good idea, @J_Mike

    Actually I think the choice would be Payments not Spending

    Also this will probably produce slightly different results from selection by category.

    Payments probably picks up all negative (red) transactions while selecting spending categories will pick up all those categories even they have a credit, such as when you return something you have purchased.
    QWin Premier subscription
  • BRETTB
    BRETTB Member ✭✭✭
    There is a column called expensed under register where one can mark it "E" so one can get reimbursed.  I'm not seeing how to pull-group these items for a simple report.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Sorry, can't help with that, it is a Home & Business feature. The Help implies this is only used for invoices.
    QWin Premier subscription
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    I'm running H&B ... and didn't see anyway to report on transactions marked with that "E".
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Perhaps you could base the report on the Category(s) for the expensed items
    QWin Premier subscription
This discussion has been closed.