How can I view the payees for each transaction in a spending report without clicking the magnifier?

dobrzyckiw
dobrzyckiw Quicken Windows Other Member
edited August 2022 in Reports (Windows)
I have a saved Spending Report by Category that shows individual amounts paid by each payee, but the payees are not visible in the report. How can I create a report that shows the name of the payee?

Answers

  • Quicken Jade
    Quicken Jade Quicken Windows Subscription Alumni ✭✭✭✭
    edited July 2022
    Hello @dobrzyckiw, if you'd like individual transactions with the payee shown filtered by categories, a report that may be better for you is Itemized categories. I hope this helps!
    -Quicken Jade
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    As stated by @Quicken Jade , the report you want to use is the Itemized Categories report.
    When the report view opens you need to click on Update to show / Transaction Detail. See example below:
    As you can see in this image, under each category header individual transactions are listed. Not shown in my sample, to keep personal information private, are the other transaction fields, e.g., Payee name, amount, memo, etc.
This discussion has been closed.

Categories