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How do I get split transactions to export as line items
Roland G
Member ✭
I exported my checking register to Excel. When I tried to create a summary of each category, I found 11 of my 'net salary' transactions were missing. It appears that when you use a 'split', Quicken only exports a single line with one of the categories. How do I get a line item for each category in the split?
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Best Answers
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Hi @Roland G
You need to check a box to get the splits to print.
Open the register in Quicken > Go to > press CTRL + P > and click the box (se below)
Let me know how that goes.
Frankx
Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20 - Windows 10 Home - Ver. 2004
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -1 -
Have you tried to create an Itemized Categories report and export it?
This should have the detail by category that you are looking for.
0
Answers
-
Hi @Roland G
You need to check a box to get the splits to print.
Open the register in Quicken > Go to > press CTRL + P > and click the box (se below)
Let me know how that goes.
Frankx
Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20 - Windows 10 Home - Ver. 2004
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -1 -
Have you tried to create an Itemized Categories report and export it?
This should have the detail by category that you are looking for.
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Thanks folks, those both work but I think the CTRL-P option will require less work on the Excel side than an itemized Categories report. Many thanks to you both!0