How can I generate report to show total income by customer
I am running quicken classic desktop Version R64.35.
I have been recording all payments received by customers under category "Income". Listing the name of each customer under the Payee field. When I generate an itemized report it shows all of the payment transactions under the income category. And the customer names appear under Description. And I can see that I can sort by description. But I can't see how to get a total for each customer. Can I do this in this report? Or is there another report I can run to do this? Any help is appreciated.
Best Answer
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Are you using the Banking / Transaction report, customized to select only the income category?
If so, you can sort the report by Description and also select Subtotal by Payee.0
Answers
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Are you using the Banking / Transaction report, customized to select only the income category?
If so, you can sort the report by Description and also select Subtotal by Payee.0 -
And you can use Tags. My husband was a surveyor and I used Tags for each job or client. Then when I run a report I can sort it by job or client. So an income or expense entry might look like this. The forward slash / designates a Tag, or there is also a TAG column.
Business Expense:Supplies/Maple StreetI'm staying on Quicken 2013 Premier for Windows.
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UKR, Thank you! The Banking/Transaction report was just what I needed. I was using Spending>Itemized Category.
Volvogirl, I will look into tags as well. That sounds like it can come in handy.
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