tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/65633-accounting-data-for-one-payee-and-one-yearInfinite Kind: Discussion 2018-11-04T00:40:22Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/458423512018-08-04T22:25:10Z2018-08-04T22:25:11ZAccounting data for one payee and one year<div><p>I want to be able to get a total amount for one payee (ie: church, or electric co.) for a period of time (ie. previous year, or last 6 months) as if I need the information for a financial report. I had Quicken for years and am hoping Moneydance has the same capabilities to get those reports. I just can't find the right button to select.<br>
Help, please. Thank you.<br>
Virginia</p></div>Virginiatag:infinitekind.tenderapp.com,2009-01-14:Comment/458423512018-08-04T23:12:33Z2018-08-04T23:15:59ZAccounting data for one payee and one year<div><p>I'm just a user, not support.</p>
<p>Here's one way: Tools-->Graphs and Reports-->Transaction Filter. A set-up form will appear; if you have used the that report before, choose "Edit" on the report to make a new set-up.</p>
<p>Select the account you want the report from.<br>
Enter the Description (Payee) you want to include.<br>
Select the start and end dates you want.</p>
<p>That should work. Good Luck!<br>
Oh, almost forgot, for this report you probably want to choose the "AND" combining criteria as you only seem to want transactions that include all three of the criteria above.</p></div>quotienttag:infinitekind.tenderapp.com,2009-01-14:Comment/458423512018-08-05T00:33:32Z2018-08-05T00:33:32ZAccounting data for one payee and one year<div><p>I want to thank you for that information. That is exactly what I was<br>
looking for. Thanks, again, for replying to my question.<br>
Take care!</p></div>Virginia Stephens