Report Unique Payees per Tag

Philip107

My use case is, I have Tags for various Subscription types like Annual, Monthly, Weekly and Others. I'd like a report that shows a summary of what unique Payees are in each tag value. So, I'm not looking for all the tranactions. As an example, in the report it would show me what Payees were found, for a stated date range, for the Tag, Subscription Monthly.

Is this feasible?

BK

This seems fairly simple unless I am missing a detail in your request.

Go to the Reports menu > Spending > and select the "Spending by Payee" or "Itemized Payee" report. From there go to the Custom gear menu > Tags tab > clear all tags and select only the tag(s) you want, and the date range. That should do it I think.

Adding: The advantage of the "Spending by Payee" report (IMO, over the Itemized Payee report) is that it gives you a cleaner summary view, but provides the ability of double clicking a payee to see the details breakdown.

CaliQkn

@Philip107 you can use a Banking Summary Report

1. Date Range = Include all dates
2. Display - Row=Payee, Column=Tag
3. Accounts = All Selected
4. Categories = All Selected
5. Payees = All Selected
6. Tags = Select tags desired in Report
7. Advanced = Amounts Not equal to 0

You will get a report with payees in rows, and tags going across in columns.

CaliQkn

@Philip107 I forgot to mention that the report is found under "Banking".

Philip107

https://community.quicken.com/discussion/comment/20488010#Comment_20488010

There's no visibilty of what the Tag is.

Philip107

That does work however I'm not a fan of Tags across the columns.

Philip107

https://community.quicken.com/discussion/comment/20488011#Comment_20488011

That does work however I'm not a fan of Tags across the columns.

BK

https://community.quicken.com/discussion/comment/20488016#Comment_20488016

The Itemized Payee report does provide the tag visibility. Just cluttered and you can play with various display options, move the columns close to your preferences etc. Still not as close as you want I think, I get it. Good luck.

In this example, I selected only two tags (both visible in each row), and kept the blank Num column to create a visual separation for a cleaner look and removed a few other columns. The Date column contains the payees.

Philip107

https://community.quicken.com/discussion/comment/20488024#Comment_20488024

That's better.