This report generates a table with all of your Payee transaction data.
Click on the Beta tab and then click on the Payee Text link.
The Payee Text Report generates a table that shows all of your deposits and withdrawals for your payees in a given timeframe.
The Report Options form lets you set a few options to help get the results you want.
Below is a sample of a Payee Text Report generated with the parameters from the screenshot above.
In this example we are changing the Deposits option to Separate.
Below is a sample of a Payee Text Report generated with the parameters from the screenshot above.
The Report Options for the Payee Text Report are explained below.
| Option | Description |
|---|---|
Date Range |
You can set the start and end dates to show up in the chart. |
Calculate Totals Using |
There are three options: All Months - this is the default option and will show all months between the two dates. Non-empty Months - any months do not have any data will be hidden. Months So Far - if the end date in the date range is in the future, only months through the current month will be shown. |
Account |
You can select an account, accounts or account group to narrow down what data is calculated. |
Deposits |
There are three options: Sum - this is the default option and sums deposits and withdrawals to show one value. Ignore - any deposits will be ignored and only the withdrawals will be shown. Separate - this will show two values in each cell where there are both deposits and withdrawals. |
Average Column |
You can choose to Show or Hide the Average column. |
