How to run a report that displays zelle information for a specific payee or person
Answers
-
Unless you categorize all of your zelle payments to a particular category the only other way I can think of would be to do a payee report where the payee contains “Zelle”. Of course this also assumes that you do not change the payee that is downloaded from the bank.
What I did to create a report is go to Reports > Spending > Spending by Payee
Click the “gear” to customize the report > go to payees tab.
In the “Payee Contains” box type Zelle.
Select the date range you want to run. Click OK
Quicken Windows user since 1993.
0 -
Or the “Zelle” notation could be in the Memo field and the report could be filtered using the “Memo contains” field of the report's Payee tab.
Quicken user since version 2 for DOS, now using QWin Premier (US) on Win10 Pro.
0 -
Good point. I guess it could be. When I look at mine they are all in the payee/description but different banks may show it in different fields.
Quicken Windows user since 1993.
0 -
Oh, you get it downloaded. My Bank of America account doesn't indicate Zelle, I have to add it manually. I considered putting it in the Num field, but that can't be used as a parameter in reports.
Quicken user since version 2 for DOS, now using QWin Premier (US) on Win10 Pro.
0 -
With my Chase account it usually shows as "zelle payment to xxxxxxx"
Quicken Windows user since 1993.
0
