Payee Tally

Payee Tally / Guide

A free 1099 tracker that reads your bank export

Paste your 2026 payments any time of year to see each payee's running total against the $2,000 line, then download the totals as a CSV to keep. You don't type payments in one at a time.

General information, not tax or legal advice. These are sums of what you paste. For your own situation, ask a tax professional.

A CSV with a date, a payee and an amount column.

Your file never leaves your device.

Payees at or over the line 0 of 0 payees

Paste payments or try this page's example to see totals.

The example, worked

The example's payees are made up. Here is what the sheet shows for them:

  • This example runs through October. Rivera Landscaping is at $1,800 after four payments of $450. One more payment puts it at $2,250, over the line, so a payment in November or December changes the answer.
  • Delta Web Studio is at exactly $2,000, at the line.
  • Oak Street Offices, rent, is at $9,500 after ten months, over the line.
  • M. Chen Bookkeeping is at $1,140, under the line.

Use it through the year

  1. Export your payments from your bank or bookkeeping app as a CSV.
  2. Paste it above and tag each payee once.
  3. Download the totals. Next month, paste the longer export again for new totals.

Questions

Do I have to retype each payment?

No. Paste the export your bank or bookkeeping app gives you, header row first, and pick the date, payee and amount columns.

What does the downloaded CSV hold?

One row per payee: the number of payments, the 2026 total, what you tagged it as, how you paid, and where the total sits against its line.

Does the sheet save my list?

No. The sheet keeps nothing between visits. Download the CSV to keep your totals, and paste a new export later to update them.

Related guides

Source: the IRS Instructions for Forms 1099-MISC and 1099-NEC (revision for 2026 information), read October 24, 2026.