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?

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.

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

@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.