Fix missing payees in the report Customize window

If a payee doesn’t appear in the Customize > Payees tab when you're setting up a report, it’s usually because that payee hasn’t been used in any transactions that meet the report’s current filters. Only payees that appear in at least one visible transaction—based on the selected Date Range, Accounts, and other filter settings—will show up in the list. This is true even if the name is saved in your Memorized Payee List.

What to check

Try the following to find the missing payee:

• Expand the date range
  Use the Date Range drop-down at the top of the Customize window to include a longer timeframe.

• Verify account selection
  On the Accounts tab, make sure all relevant accounts are selected. Include Hidden accounts or Separate accounts if needed.

• Review the Payees tab

  • Select Include transactions with any or no payee to remove payee filtering.

  • If you’re filtering by specific payees, select Show (hidden payees) to include inactive or rarely used names.

• Check category or tag filters
  Filters on the Categories or Tags tabs may be excluding the transaction associated with the missing payee.

• Check for split transactions
  If the payee is only used in a split line, it may still appear depending on how the report handles grouping—but in some cases it may not.

• Use a report that supports payee-based analysis
  Reports like Itemized Payees, Spending by Payee, and Current Spending vs. Average Spending by Payee are built around payee-based grouping. If you're using a report that focuses on categories, the payee might not be prominently represented.