nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

How to create a Report for selected payee names, YTD (Q Mac)

whitepd47

How can I print a reports that shoes YTD purchases at a specific company- Walmart, Amazon, etc?

Find more posts tagged with

Accepted answers

jacobs

@Peter I believe @The Keeper uses Quicken Windows, and the Easy Answer options are apparently different in Quicken Windows than Quicken Mac. I'd note that "Easy Answer" is a brand new feature in the most recent release of Quicken Mac last month, so it's likely there will be more Easy Answer options added in the future.

That's why I indicated how to do it the non-Easy Answer way, creating a report from scratch. It's almost the same number of clicks.

And you can save your report if there's a Payee you need to check on repeatedly.

All comments

The Keeper

From the Quicken register:

Click on "reports" on the menu bar at the top of the screen
Select "Easy Answer"
On the left side under "Easy Answer"
Select "How much did I pay to?"
Enter "Walmart" (or Amazon or whatever business you want)
Select "Year to Date" or using the down arrow select another option
Click "Show Report"
When the report window opens select the "print" icon at the top of the screen

From the "Easy Answer" window you can select "how much did I spend on" and then select a category. Groceries - Dining - Household - etc

jacobs

Or…

Select Create Transaction Report from the Reports menu
Select Row = Payee
Click Continue to Customize
Click on the Payees tab
Click Include only transactions with selected payees
Click Clear All, and then click just the one, or several, Payees you want to report on
Make sure the Date Range at the top is set to Year to Date
Click OK

whitepd47

Thank you
for the responses. Re 'The Keeper' response, I don't have (or don't see) a 'How much did I pay to' tab?

jacobs

And you can save your report if there's a Payee you need to check on repeatedly.