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Is there a way to export an Account Summary Report to a csv or Excel file?

bhorka
bhorka Member ✭✭
Is there a way to export an Account Summary Report to a csv or Excel file?

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Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    The Account Summary Report is an old-style legacy report that unfortunately doesn't have export ability. We expect the report to eventually be replaced by one developed with the new reporting engine. At that time it will likely have exportability. But we don't know when that might happen.

    In the mean time, the workaround is to click menu Edit > Select All, then Edit > Copy. Open an Excel sheet and paste. The resulting sheet will require some re-formatting (for example, deleting of the graphic icons, blank lines, etc). Not perfect, but better than nothing for now.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @RickO Beat ya'! ;)
    Quicken Mac Subscription • Quicken user since 1993
  • bhorka
    bhorka Member ✭✭
    edited July 2019
    Thanks, guys. (edited)
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