How do I display the Payee column in a transaction report.

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ablau
ablau Member ✭✭
edited May 2022 in Reports (Windows)
Can't seem to find any setting for displaying the Payee column in a Banking Transaction report.

Best Answer

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
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    The Banking Transaction report has a column called "Description". This column gets the Payee for banking accounts. For investing accounts, it gets the Payee for cash transactions and a brief description of the transaction for other transactions.

    If the Description column is not displayed, click on the gear at the top right to customize the report and select Description under Show Columns.

    If the columns are still not working right, clicking on Reset Columns in the customization should fix it.
    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    The Banking Transaction report has a column called "Description". This column gets the Payee for banking accounts. For investing accounts, it gets the Payee for cash transactions and a brief description of the transaction for other transactions.

    If the Description column is not displayed, click on the gear at the top right to customize the report and select Description under Show Columns.

    If the columns are still not working right, clicking on Reset Columns in the customization should fix it.
    QWin Premier subscription
  • ablau
    ablau Member ✭✭
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    Thanks!
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