Vendor and Payer Reports

Vendor and Payer reports provide a breakdown of your spending and earnings by vendor or payer over a selected period.
Because vendor and payer names are organized into a single list, the structure of the Vendor and Payer report pages is identical.


Opening the Vendor or Payer Reports

    Select My Finances → Reports in the left vertical menu.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • In the mobile app, tap Reports in the bottom toolbar.
    Select the report type:
  • In the web app, click Vendors or Payers in the toolbar of the Reports page.
  • In the mobile app, tap the Report Type dropdown in the top toolbar and select Vendors or Payers.


Structure of the Vendor (Payer) Report Page

The structure of the Vendor and Payer report pages is the same. The only difference is whether the report shows expense or income totals.


The Header

Period Navigation Controls

You can find the period navigation controls on the left side of the header.
These controls allow you to navigate between reporting periods using the left and right arrow buttons.
The navigation period depends on the Period setting (see below):
  • Month
  • Quarter
  • Year
For example, if the period is set to Month, the arrows allow you to move between months.


Total Sum

This value shows the total expense (or income) for the selected period.


Included Vendors (Payers)

By default, all vendors or payers are included in the report.
To include or exclude vendors or payers:
    Click Included Vendors (Payers).
    The Include/Exclude Vendors (Payers) dialog appears.
    Deselect the vendors or payers you do not want to include in the report.
    Click Save.
If some vendors or payers are excluded, the color of the Included Vendors (Payers) command changes from blue to orange, indicating that not all vendors or payers are included.
To include the previously excluded vendors or payers again:
    Click Included Vendors (Payers).
    Select the vendors or payers you want to include.
    Click Save.
When all vendors or payers are selected again, the color changes back from orange to blue.


Account

By default, All Accounts is selected.
This means that transactions from all accounts are included in the report.
To filter by a specific account:
    Click the Account dropdown list.
    Select the account you want to include in the report.
To include transactions from all accounts again, select All Accounts.


Order of Items

You can change how vendor or payer names are ordered in the report.
The following options are available:
Original OrderVendor or payer names are ordered alphabetically.
Order by AmountVendor or payer names are sorted by their total amount, with the highest values shown at the top.


Period

The Period setting determines the time range used for the report summary and navigation.
Available options:
  • Month
  • Quarter
  • Year
For example:
  • If Month is selected, the report summarizes transactions for one month.
  • If Quarter is selected, the report summarizes transactions for a three-month period.
  • If Year is selected, the report summarizes transactions for the entire year.


Chart Area

The chart area displays a donut chart that visualizes the distribution of expenses by vendors (or incomes by payers) for the selected period.
Each segment of the chart represents a vendor or payer.
On the right side of the chart, the legend shows:
  • the vendor or payer name
  • the total amount for the period
  • the percentage of the total amount


Table Area

Below the chart, a table displays the detailed breakdown of the report.
The table is organized into rows representing vendors or payers.
Each row shows:
  • the vendor or payer name
  • the total amount for the selected period
  • the percentage of the total report amount