This report shows you the total debits and credits to your payees over a given time period.
Click on the Beta tab and then click on the Payee link.
The Payee Report generates a statement that shows you the total debits and credits for your payees over a set time period and matching any account or category data you select.
The Report Options form is fairly simple and only consists of three fields which are shown in the screenshot and explained in the table below.
Below is a sample of a Payee statement generated with the parameters from the screenshot above.
The Report Options for the Payee report are explained below.
You can click the Export to CSV link below the report to export the report to a CSV file. A CSV file can be opened in any spreadsheet application such as Excel.
Export to CSV