When Exporting to Excel, Why Can't Quicken Add Formulas Where There Are Category and Row Totals?

Randy M

I find it very frustrating to have to add total formulas every time I export a report to Excel. This process can take up to a half hour. I need this for organizing the data in a variety of ways, such as moving expenses from one category to another; changing the actual expenses and having the category total change at the same time etc.

q_lurker

If you copy the report through the Windows Clipboard and paste it into Excel, it pastes the values in but maintains the existing cell formatting.  Any values or fomulae in the rage of the paste are overwritten by the new values (including blanks).  Formulae outside the paste region are unaffected.  To the extent you can have foreknowledge as to the size of the report range you are inserting, you may be able to save yourself some trouble.   

Tom Young

I expect that's an impossible ask.  The file formatting for transferring simple "information" into Excel is well understood and pretty easy to implement.  But asking that "formulas" be transferred adds a whole extra layer of complexity and I just don't see that happening.

q_lurker

If you copy the report through the Windows Clipboard and paste it into Excel, it pastes the values in but maintains the existing cell formatting.  Any values or fomulae in the rage of the paste are overwritten by the new values (including blanks).  Formulae outside the paste region are unaffected.  To the extent you can have foreknowledge as to the size of the report range you are inserting, you may be able to save yourself some trouble.   

Rocket J Squirrel

Randy M said:

I find it very frustrating to have to add total formulas every time I export a report to Excel. This process can take up to a half hour. I need this for organizing the data in a variety of ways, such as moving expenses from one category to another; changing the actual expenses and having the category total change at the same time etc.

Why do you need to do these things in Excel instead of directly in Quicken? All the things you've listed are easy in Quicken.