How can I generate report to show total income by customer

entrack
entrack Quicken Windows Other Member ✭✭
in Reports (Windows)

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.

Best Answer

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    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.

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Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    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.

    image.png
  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭

    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

    I'm staying on Quicken 2013 Premier for Windows.

  • entrack
    entrack Quicken Windows Other Member ✭✭

    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.

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