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Can one export a customized Investing View to Excel?

PAUser

:/ I've set up a custom Investing View and would like to be able to export it to Excel. Is that possible? I've looked and looked but cannot figure out how.

It would also be nice if it were possible to customize the Investing reports further. They are limited in the amount of customization permitted.

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Investment Reports

Accepted answers

Dan Glynhampton

Try this and see if it does what you need:

1. With your custom view on display, showing all data that you wish to export, press Ctrl-P

2. In the Print window that opens, select "Export To:", and from the adjacent drop down list select ".PRN (123-Compatible) disk file"

3. Press the Export button, and in the save window that opens give the file a name and an extension of .CSV (ignore what it says about Lotus files in the File type area).

4. Open that CSV file in Excel and see if it gives you what you are looking for.

All comments

Dan Glynhampton

Rocket J Squirrel

Hi, @Dan Glynhampton , why do you choose ".PRN (123-Compatible) disk file" over "tab-delimited (Excel compatible) disk file"?

Jim_Harman

The PRN option generates a CSV file that you can open directly in Excel if you give the file a CSV extension.

With a tab delimited file you have to go through Excel's text file importer..

Dan Glynhampton

Rocket J Squirrel said:

Hi, @Dan Glynhampton , why do you choose ".PRN (123-Compatible) disk file" over "tab-delimited (Excel compatible) disk file"?

Hi RJS, it's simply because the .PRN option produces a file where each field is separated by commas (a CSV file in other words) which Excel can open directly. If you use the Tab delimited option Excel can open it, but it treats it as a text file and you have to go through the three-step Text Import Wizard. I prefer the simplicity of having a CSV file.

Edit - Dang! Jim beat me to it.

PAUser

That seems to work. Thanks! I wonder why Quicken makes it so difficult/awkward? I also wish there was a way to customize reports exactly the way you want them, rather than having to live with the limitations of Quicken's canned reports.