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Add Export to Excel as a Print Portfolio option (1 Legacy Vote)

meme Member ✭✭
edited September 2019 in Investments (Windows)
I love the new export to excel for reports.  Print Portfolio, which is done by File:Print Portfolio (Why?  Add a print button!) can't be exported to excel using the new export functionality.  It would be great if this could be added,
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  • q_lurkerq_lurker SuperUser ✭✭✭✭✭
    edited November 2018
    When you do the File:Print Portfolio route (Ctrl-P shortcut), below printer selection you should have and Export to: option that includes text, tab-delimited and PRN options.  The last two should be able to be opened in Excel. 

    Those are not as clean as my preferred Copy to Clipboard from reports, but they might be a alternate for what you seek, while Quicken, Inc.  ponders your idea. 
  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    edited May 2018
    q.lurker said:

    When you do the File:Print Portfolio route (Ctrl-P shortcut), below printer selection you should have and Export to: option that includes text, tab-delimited and PRN options.  The last two should be able to be opened in Excel. 

    Those are not as clean as my preferred Copy to Clipboard from reports, but they might be a alternate for what you seek, while Quicken, Inc.  ponders your idea. 

    If you select the PRN option but name the file with a CSV extension. you should be able to open it directly in Excel without going through the text file import wizard.
    -- Jim QWin Premier subscription
  • meme Member ✭✭
    edited May 2018
    q.lurker said:

    When you do the File:Print Portfolio route (Ctrl-P shortcut), below printer selection you should have and Export to: option that includes text, tab-delimited and PRN options.  The last two should be able to be opened in Excel. 

    Those are not as clean as my preferred Copy to Clipboard from reports, but they might be a alternate for what you seek, while Quicken, Inc.  ponders your idea. 

    Thanks.  I did not know this (and yes I was trying to avoid the import wizard).  This is how I will do going forward.

    I still need to change the Excel open files dialogue from .xlxs to All Files (or Text Files) if I open it within Excel. But since I have excel associated with .csv files I can just double click on the file to open it directly.
    I do still think the right answer would be to have all printing use the same approach
  • UnknownUnknown Member
    edited November 2018
    Some reports can be exported by Quicken directly to .XLS format, but that is not an option for the PORTFOLIO items displayed on the INVESTING tab. The .CVS file that is available uses TABs as the separator, not commas, so I cannot import it into Excel 2016. I have to run it through another spreadsheet program (OpenOffice) to convert it to true comma-separated format. I end up converting it to .XLS instead. It would be so nice if the programming you already have in Quicken that creates .XLS files would also be added to all the other reports options (especially the PORTFOLIO!) too.
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited November 2018
    Try "printing" the portfolio to a .prn file, then rename the .prn to .csv.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    A work-around is to first import the file into Excel then use the 'Text To Columns' feature in Excel that will allow you to parse Tab-delimited data into separate columns. I do not have the Windows version but in Excel for Mac it is under the Data menu. 

    It is not as accurate as commas but hopefully should come close enough.

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  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    edited June 2018
    mshiggins said:

    Try "printing" the portfolio to a .prn file, then rename the .prn to .csv.

    Or pick the prn format but give it a csv extension when you save the file
    -- Jim QWin Premier subscription
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