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How to export account information?

Ashes

Hi,
I have my Investing account information looking exactly how I want it. It's got all the columns I need. Is there a way to save this out to a pdf or cvs file? I'd like to use this information in an Excel setup I have, but I can figure out a way to do this. All I can seem to do is make a report which doesn't have the colmuns in there. Anybody know if this is possible? Thanks!

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Accepted answers

jacobs

On the portfolio screen, they've used what is the standard icon for sharing -- except elsewhere in Quicken! -- to be the way you can export your data:

Image: https://us.v-cdn.net/6031128/uploads/editor/wb/k2vyjg0nz0ab.png

Clicking that icon gives you export options:

Image: https://us.v-cdn.net/6031128/uploads/editor/cc/84tv6kmr0jm4.png

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jacobs

On the portfolio screen, they've used what is the standard icon for sharing -- except elsewhere in Quicken! -- to be the way you can export your data:

Clicking that icon gives you export options:

Ashes

Hi,
Thank you for your quick answer. Unfortunately, I don't seem to have this option. I only have the update and configure column icons. I don't have the print or the sharing icon. I'm using the Quicken Deluxe 2018 addition on a Macbook Pro. Is there a different addition that does this?

Ashes

Actually, scratch that, I realized there was an update that I was missing. It now shows up for me. Thanks! for the help!

jacobs

Ah, great. The icon I showed is from the current Quicken subscription product, Quicken 2020, but that functionality was added in the version 5.8.0 release back in September 2018.

I'm curious, do you have a current subscription, or has your subscription lapsed. If you have a current subscription, I thought it would prompt you every time you launched Quicken to install the latest update -- and there have been close to 20 major and minor updates since 5.8 came out. If you have a lapsed subscription, I've been curious if it stops allowing you to check for and download updates.

Ashes

Yeah, I have a current subscription. It probably did prompt me at some point to update and I might have just ignored it. After I posted my first reply, it dawned on me that I should probably double check my version. I noticed that it had been awhile since I updated. I should have checked that out before I asked for help!