For Quicken Mac 2018, any update/workaround on exporting Investment data?

Najmi

Hi,
I am running Quicken Mac 2018. I understand there is no investment data reporting/data export capability and we lost the copy/paste workaround that was there in Quicken Mac 2017. Wondering if anyone has uncovered any other workaround? I need a listing of the securities (ticker symbol) within my accounts and their current market value exported out to excel. I did call into support and got the recommendation of dropping down to Mac 2017. I may need to do that, but wanted to check if some other creative option exists. Thanks!

Najmi

Thanks, Rick. You also answered my next question - how successful will exporting out to QXF and reading back into QM17 be. Sounds like that may not be the best way to go.

Will try your screenshot/OCR suggestion. 

Should have looked at QM18 more carefully, checked in this forum, etc., before jumping in. Oh well...
Thanks again.

Najmi

Najmi said:

Thanks, Rick. You also answered my next question - how successful will exporting out to QXF and reading back into QM17 be. Sounds like that may not be the best way to go.

Will try your screenshot/OCR suggestion. 

Should have looked at QM18 more carefully, checked in this forum, etc., before jumping in. Oh well...
Thanks again.

Yes, that is exactly what I did! I took a snapshot of just the ticker symbols and the current value. Tried a few OCR options (online and apps) and the one that just worked pretty well was https://online2pdf.com/   Apparently Google Docs can also do OCR. Will try it and report back on how that works...

Najmi

Najmi said:

Thanks, Rick. You also answered my next question - how successful will exporting out to QXF and reading back into QM17 be. Sounds like that may not be the best way to go.

Will try your screenshot/OCR suggestion. 

Should have looked at QM18 more carefully, checked in this forum, etc., before jumping in. Oh well...
Thanks again.

Google Docs also works. Upload to Google Drive and then open in Google Docs. It converts to text. At least in my test conversion, it put each row element in one line - it did not preserve the column format. Not a big deal to edit and align the value with the ticker, in my limited case, but could be a problem with a file with more columns. Then download as txt and import in excel with $ delimiter. 

Thanks for the OCR suggestion! It does work and will hopefully keep us going until  Quicken resolves this.

Najmi

Najmi said:

Thanks, Rick. You also answered my next question - how successful will exporting out to QXF and reading back into QM17 be. Sounds like that may not be the best way to go.

Will try your screenshot/OCR suggestion. 

Should have looked at QM18 more carefully, checked in this forum, etc., before jumping in. Oh well...
Thanks again.

Yes - the one line per data element issue could make a file with multiple columns problematic...