Is there a way to get a report of Payee occurrences per month

rodchar96

Is there a way to get a report of Pay occurrences per month?

For example, I would like to get a report count of how many times I visited McDonald's or Target this month.

UKR

I don't think that there's a report where you can get a count of transactions per month for each payee name.

However, you can use the Spending by Payee report to get the amount of money you spent per payee for each month: Pull up the Spending by Payee report, select the Date Range (e.g., Year to Date) and set the Column to "Month" and you'll get something like this

rodchar96

I meant number of payee occurrences per month (in the subject line).

rodchar96

Like this:

August 2022
McDonald's 14
Target 13

UKR

I don't think that there's a report where you can get a count of transactions per month for each payee name.

However, you can use the Spending by Payee report to get the amount of money you spent per payee for each month: Pull up the Spending by Payee report, select the Date Range (e.g., Year to Date) and set the Column to "Month" and you'll get something like this

rodchar96

This would be so useful...please post here if this becomes available. To be able to see the number of visits per month would help show how much fuel, time, and money you can save if you lower those numbers some how.

Jim_Harman

Another report that may be useful is the Itemizes Payees report. You can click on Expand All to see all the individual transactions and total amount for each payee and easily count them.

If you want an automatic count, you could export the report to Excel and manipulate the transactions there.