How can I get a report on the expenses of 2025, that lists the accounts and categories, along with dates and vendor information?

Hi lisa327,

The Transaction List by Vendor report doesn’t display categories or allow grouping by category because it isn’t designed to support those features. To view expenses along with accounts (categories), dates, vendors, and transaction details, you’ll need to use the Transaction Detail by Account report instead.

Here’s how:

1. Go to Reports, then search Transaction Detail by Account.
2. Click Customize in the upper right corner.
3. Set report period to 01/01/2025 - 12/31/2025.
4. In the first dropdown, select Transaction Type, then choose only expense types: Bill, Bill Payment, Check, Expense, and Credit Card Expense.
5. In the Columns dropdown, ensure the following are checked:
   • Transaction date
   • Transaction type
   • Num
   • Vendor (important for vendor details)
   • Memo/Description (optional, and if needed)
   • Amount

6. Click Run Report to view your data.

This report groups transactions by Account, which serves as the category, and includes the Date, Vendor, and Amount for every transaction. If you’d rather sort by Vendor than Account, you can export the report to Excel and reorganize the data there.

Feel free to reply below if you have further questions.

Hi lisa327,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you’re still experiencing any problems.

We’ll be glad to assist further if needed.