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How Can I Export a Net Worth Report to CSV? (Q Mac)

lp1756

It seems really odd that some reports have an export button and some don't. The Net Worth report is one of those which doesn't. How can I export data to a csv file from a Net Worth report in Quicken for Mac? (I'm running Quicken Deluxe 2020 5.15.3).

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John_in_NC

I assume you mean the Net Worth Over Time report.

That is a legacy report that doesn't offer the CSV export that the newer ones do.

You can drag over the numbers (all the way to the right and then down to capture date) to select. Then command+C to copy, and you can paste into a spreadsheet to get what you need.

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John_in_NC

lp1756

Thanks for your response John_in_NC. If this is a legacy report does that essentially mean not supported? Is there an alternative report that shows a full list of all accounts (with full names of the account) with current balances?

The copy/paste option you suggest is not satisfactory for my needs. I want a report that shows account name and account balance. The account names in the Net Worth Over Time report are truncated and I want to show the full name.

If I could adjust the truncation in the Net Worth Over Time report that would also solve my problem but I don't see a way to do that.

John_in_NC

Legacy as in one of the few reports that came with the program when it was completely rewritten for Mac in 2010. A new report engine allowing more functionality (including your desired CSV export) has since been created, and reports are being added that work off that.

Those legacy reports are left in until the new ones are created that supersede them.