Need to subtotal income by customer

entrack
entrack Quicken Windows Other Member ✭✭
edited 10:39AM in Reports (Windows)

Hi I have Quicken for Win 10 Enterprise.

All of my income I received, I used the Income Category in the register. I specified the customer name under Payee. I am trying to run a YTD report for 2025. I specified to only select category 'Income'. The report does list all of my income transactions sorted by Payee. With one grand total. Is it possible to have a subtotal for each customer?

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Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @entrack,

    Thanks for reaching out!

    You can try this: go to Reports > Banking > Transaction, then click the gear icon to customize the report.

    • In the Display tab, set Subtotal By to Payee. image.png
    • Then go to the Categories tab and select your Income category.

    This should give you a subtotal for each customer. Let me know if this produces the report you’re looking for, or if you’re looking for something different.

    Hope this helps!

    -Quicken Anja
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