HT sub-total a Category Report by Payee

meries1860
meries1860 Member
edited February 24 in Reports (Mac)
For tax purposes, I have created a report of my charitable donations. The problem is that I can't find a way to produce sub-totals within the report by Payee. Is this possible? If not, I will export to Excel and reformat the report for my needs, but this is a lot of extra work.
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Best Answer

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited January 30 Answer ✓
    Try Reports > Itemized Payees. Select the date range you want.

    Click the gear to customize it to include just the charitable donations category.

    Click on Expand all to see the individual transactions.

    One disadvantage of this report is that the subtotals are in the same column as the transaction amounts.

    [Edit - Sorry, this is how you do it in QWin. Hopefully there is something similar in QMac)


    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited January 30 Answer ✓
    Try Reports > Itemized Payees. Select the date range you want.

    Click the gear to customize it to include just the charitable donations category.

    Click on Expand all to see the individual transactions.

    One disadvantage of this report is that the subtotals are in the same column as the transaction amounts.

    [Edit - Sorry, this is how you do it in QWin. Hopefully there is something similar in QMac)


    QWin Premier subscription
  • meries1860
    meries1860 Member
    Thanks, Jim. This did the trick. The subtotals are bolded, so that's OK.
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