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Quicken Classic for Windows
Investing (Windows)
export investing portfolio view data
bill21
is there any way to export the columns in investing portfolio view to csv or excel-compatible format file? I'm particularly interested in the "dividend yield", "shares", and "quote/price" columns (to be able to estimate annual dividend/interest income). I have quicken deluxe for windows. thank you.
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Investments
File Conversion
Windows
Accepted answers
mshiggins
Yes! While viewing the Portfolio view you want to export, press CTRL P on your keyboard, select print to file, and choose either tab-delimited or 123 compatible (CSV). This will create a text or CSV file that you can import into Excel.
Jim_Harman
Actually the selection you want is the confusingly named PRN (123 compatible). Then if you give the file a CSV extension you can open the it directly in Excel, without going through the text file import wizard.
All comments
mshiggins
Yes! While viewing the Portfolio view you want to export, press CTRL P on your keyboard, select print to file, and choose either tab-delimited or 123 compatible (CSV). This will create a text or CSV file that you can import into Excel.
Jim_Harman
Actually the selection you want is the confusingly named PRN (123 compatible). Then if you give the file a CSV extension you can open the it directly in Excel, without going through the text file import wizard.
chitownhockey
Anyone here even remember Lotus 1-2-3? LOL!
Jim_Harman
And before that there was VisiCalc!
bill21
Thank you , all, very helpful!
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