Need to subtotal income by customer

entrack
entrack Quicken Windows Other Member ✭✭
edited January 16 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?

Tagged:

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
    Make sure to sign up for the email digest to see a round up of your top posts.

  • entrack
    entrack Quicken Windows Other Member ✭✭

    Hi Anja.

    Thank you. I selected Subtotal by Payee. I left sorted/by as 'Description'. Clicked OK, but it did not subtotal. Just listed each transaction sorted by payee.

  • entrack
    entrack Quicken Windows Other Member ✭✭

    Hi Anja

    I got it to work. For some reason I needed to change 'Subtotal by' to 'Account' instead of 'Payee'. Works great now. Thanks for your help.

  • Quicken Anja
    Quicken Anja Moderator mod

    @entrack Awesome, I’m glad you got it working! I appreciate you sharing what worked. That’ll likely help others who run into the same thing.

    Thanks for the update!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

Categories