What if I don't see the payee I want in the Customize dialog?


When you create one of the reports grouped by payee, Quicken displays a Choose Payee button that you can click to select different payees to display in the report. Clicking this button opens the Payee tab of the Customize dialog which, by default, displays the payees used in the transactions for the last three years. If the payee you want isn't in the list, at the top of the Customize dialog, in the Date range field, select a date range that covers more than three years. Then try searching the list in the Payee tab again.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.