Report all recurring payments (Q Mac)

UD_Dallas
UD_Dallas Quicken Mac Subscription Member ✭✭
edited June 2022 in Paying Bills, eBills & Scheduled Transactions (Mac)
Is there a prebuilt report to identify all recurring payments (and only recurring) over a given period? Yesterday I noticed that we were paying for a yoga subscription that we weren't using and didn't realize we were paying :-(

Trying to find out a way to see all recurring payments to identify one that can be nixed.

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    I can't think of a way to create a report for recurring payments.

    However, you might try creating a "Transactions by Payee" report of expenses over the past 3 or 4 or 6 months. Click View > Collapse All, so the report just shows one line for each Payee in your selected  time period. Then you can skim down the report to see if there are any unknown or unexpected Payees. You can click the triangle next to any Payee to expand it to show the transactions to that Payee. 
    Quicken Mac Subscription • Quicken user since 1993
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Q for Windows has a "Spending by Payee" report. It can be customized to show spreadsheet-like columns per month for a selected date range, e.g.,
    Is there something similar in Q Mac?
  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    UKR said:
    Q for Windows has a "Spending by Payee" report. It can be customized to show spreadsheet-like columns per month for a selected date range... Is there something similar in Q Mac?
    Yes indeed! 


    Quicken Mac Subscription • Quicken user since 1993
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