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How can I generate report to show total income by customer

entrack

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.

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Accepted answers

UKR

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.

All comments

UKR

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.

volvogirl

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 Street

entrack

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.