How to run a report that displays zelle information for a specific payee or person

anthonyrsmith3
anthonyrsmith3 Member
edited March 2023 in Reports (Windows)
Hi, new user here and I'm trying to figure out how to generate a report that only has zelle payments. I can search zelle payments all day long, but I want a list of who and how much gets zelled to people. Any help would be appreciated.

Answers

  • bmciance
    bmciance SuperUser ✭✭✭✭✭

    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

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭

    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 Biz & Personal Subscription (US) on Win10 Pro.

  • bmciance
    bmciance SuperUser ✭✭✭✭✭

    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.

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭

    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 Biz & Personal Subscription (US) on Win10 Pro.

  • bmciance
    bmciance SuperUser ✭✭✭✭✭

    With my Chase account it usually shows as "zelle payment to xxxxxxx"

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