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

Unknown Member
edited January 2019 in Reports (Mac)
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?
your idea here


  • RickO
    RickO SuperUser ✭✭✭✭
    edited December 2018
    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 90s
  • smayer97
    smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    Meanwhile, I highly recommend you to add your VOTES to related IDEAS found on the:Click on each underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

    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.)

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  • Unknown
    Unknown Member
    edited January 2019
    No CSV has been a problem for a long long time.  If votes matter, I guess not many votes.  
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited January 2019
    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 1993
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