HT sub-total a Category Report by Payee

meries1860

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.

Jim_Harman

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)

Jim_Harman

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)

meries1860

Thanks, Jim. This did the trick. The subtotals are bolded, so that's OK.