How do I create a report of all transactions with a specific payee?

barisax
barisax Mac Beta Beta
edited May 2023 in Reports (Mac)

How would I create a report that lists all transactions with a specific payee within a defined time period without creating a general payee report that lists all payees?

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Answers

  • Jon
    Jon SuperUser, Mac Beta Beta

    Bring up the desired report, click on the Edit Report option, go to the Payees tab and select the "Include only transactions with selected payees" option. Select the desired payees. (Note that some reports will not let you do this.)

    Quicken Mac subscription. Quicken user since 1990.

  • barisax
    barisax Mac Beta Beta

    Thank you. I wish there was a way to do this with "Easy Answer" reports.

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