Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Transaction report export to Excel issues with Splits
I often export longs lists of transactions to Excel so I can use its features such as pivot tables to analyze or summarize. For example, export a Transaction style report of all transactions from a checking account, then use Excel to group by Category. To do this correctly, accounting for all categories, you need to activate "include splits" in the report settings. Unfortunately the exported file puts blanks in the cells for Date, Check Number and Description (Payee) for all but the 1st split line (that is, split numbers 2, 3, etc. have blank cells). Analyses such as database functions, pivot tables, filters, etc. don't work when some key columns have blanks in any row. I have to go in and tedioulsy (manually) copy down the "parent" row values. It would be very good if the exported format file did not use these blanks, rather, copied the parent values into every row. If there is a need to actually have these blanks for some people, perhaps have the choice as a report option when you have selected the "show splits".
This discussion has been closed.