Create YTD report for Paycheck

raeiken
raeiken Member ✭✭
edited February 9 in Reports (Windows)
I am trying to create a report that would essentially mirror what I see when I look at the edit paycheck screen (Gross Pay, all deductions and net pay) I would like to be able to view it for specific dates (1 paycheck) or YTD totals. I would also like to be able to see my info and my spouse's info separately (either in columns, or separate reports are fine. I have been playing with it, but haven't been able to create what I want. Any suggestions would be appreciated.

Comments

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You could try
    Reports > Banking > Transaction
    Set date range
    Click the gear to customize
    On the Display tab, check the Show splits box
    On the Payee tab, select the paycheck payee(s), hopefully different for you and your spouse

    This will show each paycheck with all its splits.

    For a different view, showing the totals for  the date range
    Reports > Banking > Cash flow by Tag
    Set date range
    Click the gear to customize
    On the Display tab, set Rows to Category and Columns to Payee
    On the Payee tab, select the paycheck Payee(s)

    Or using the same report, if you want the details of each paycheck for one payee, select just that payee and set Rows to Category and columns to the paycheck interval - Month, half month, week, etc.
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  • raeiken
    raeiken Member ✭✭
    That got me what I needed, thank you very much!! I was starting with the wrong report where I couldn't get down to the splits.
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