How do I get the totals for each payee for 2021. (have the quarters but not the whole year)

louisehr
louisehr Member
edited January 18 in Reports (Mac)
How do I get the totals for each payee for 2021. (have the quarters but not the whole year)

Best Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Answer ✓
    Have you tried Reports > Summary > Payee Summary by Year*? Click Edit, set the date range to Last Year, and that should  be the report you describe: all Payees for 2021 with the amount paid to each. 

    The other way to generate this report: Reports > Create New Report > Summary > Row=Payee, Column=Time, Time Interval=None. Click Continue to Customize, set the date range to Last Year, and click OK.
    Quicken Mac Subscription • Quicken user since 1993
  • louisehr
    louisehr Member
    Answer ✓
    Thanks- the first worked. Used older quicken for 20 years and not so used to this one.

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Answer ✓
    Have you tried Reports > Summary > Payee Summary by Year*? Click Edit, set the date range to Last Year, and that should  be the report you describe: all Payees for 2021 with the amount paid to each. 

    The other way to generate this report: Reports > Create New Report > Summary > Row=Payee, Column=Time, Time Interval=None. Click Continue to Customize, set the date range to Last Year, and click OK.
    Quicken Mac Subscription • Quicken user since 1993
  • louisehr
    louisehr Member
    Answer ✓
    Thanks- the first worked. Used older quicken for 20 years and not so used to this one.
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