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no date Accounts Summary no CSV export Net Worth Over Time?

Unknown
Member
Just wondering why on Mac 2019 Quicken Deluxe one
cannot set date for Accounts Summary and
cannot export Net Worth Over Time to csv
code too complex to write?
not enough coders?
no one requests save me?
you can but you don't know how?
or
your idea here
cannot set date for Accounts Summary and
cannot export Net Worth Over Time to csv
code too complex to write?
not enough coders?
no one requests save me?
you can but you don't know how?
or
your idea here
0
Comments
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It's one of the old legacy reports that will not likely be updated. Hopefully, at some point, it will be replaced by one that uses the new reporting engine and hence will have export functionality.
Until then, here's a workaround. You can select the whole thing (Cmd-A), copy (Cmd-C) and then paste into an Excel or Numbers spreadsheet. It will require a bit of reformatting, but at least it's something.Quicken Mac Subscription; Quicken Mac user since the early 90s0 -
Meanwhile, I highly recommend you to add your VOTES to related IDEAS found on the:
- List of Requests for Report Related Features,
- with the essential ones described and listed here
- List of Requests for Report Types
For background, you may want to read this post too. BTW, the columnar-type report is the basis for MANY other reports, as described in detail in this post a little lower; only the selection and formatting criteria are different.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)Have Questions? Check out these FAQs (links now fixed):- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadianuser since '92, STILL using QM2007)
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No CSV has been a problem for a long long time. If votes matter, I guess not many votes.0
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Loren, all the reports you can generate via "New Report" -- the new reporting engine that continues to be developed -- allow exporting. So you can currently create and export a New Report > Transaction Report or New Report > Summary Report. Currently, the Net Worth Over Time report hasn't been created in the new report engine, and the old report style didn't allow exporting. This will hopefully be rectified as they move to replace the old reports with the new reports engine.Quicken Mac Subscription • Quicken user since 19930
This discussion has been closed.