If you need to review or report on a payee, you can open up a payee's details to gather that information.
To view a payee's detail,
- Click on the gear icon to open your Settings view.
- Scroll down the navigation menu on the left and select “Payees” under the Ledger section.
- To the right of the payee's name, click on the arrow button to go to that payee's detail view.
From this new view, you can view a payee's information and recent transactions as well as generate a report on a payee's transaction totals for a fiscal year (for W2 and 1099 information) by clicking "Summary Report".