How Do I Export Certain Securities by Lot
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billr
Member ✭✭✭
How do I export (to Excel or CSV) certain securities by LOT? I have done this before and cannot remember how to do it. I have tried everything. Running Windows 10, Quicken 2017 Premier, v R15.13. Thanks.
0
Comments
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Here is one way:
-- Go to Investing/Portfolio and select or edit a view so the columns you want are displayed.
-- Customize the view to include the accounts and securities you want.
-- Group by Accounts
-- Click on the gear at the top right and make sure Show closed lots is NOT selected [display of closed lots is STILL broken]
-- At the bottom, select Expand All and all the lots for the selected securities and accounts will be shown.
-- Go to File/Print Portfolio
-- Select Export to: and .PRN [this will create a CSV file]
-- Click on Export and save the file with a .CSV extension [The CSV extension lets Excel open the file without going through the Text file import wizard]
-- Double click on the file to open it in Excel
Voila!QWin Premier subscription0 -
Thank you!0
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