How to run a report that displays zelle information for a specific payee or person
Answers
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Unless you categorize all of your zelle payments to a particular category the only other way I can think of would be to do a payee report where the payee contains “Zelle”. Of course this also assumes that you do not change the payee that is downloaded from the bank.
What I did to create a report is go to Reports > Spending > Spending by Payee
Click the “gear” to customize the report > go to payees tab.
In the “Payee Contains” box type Zelle.
Select the date range you want to run. Click OK
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Or the “Zelle” notation could be in the Memo field and the report could be filtered using the “Memo contains” field of the report's Payee tab.
Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.
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Good point. I guess it could be. When I look at mine they are all in the payee/description but different banks may show it in different fields.
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Oh, you get it downloaded. My Bank of America account doesn't indicate Zelle, I have to add it manually. I considered putting it in the Num field, but that can't be used as a parameter in reports.
Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.
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With my Chase account it usually shows as "zelle payment to xxxxxxx"
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