How can I download the number of shares purchased or sold from Quicken to Excel

Zedano
Zedano Quicken Mac Other Unconfirmed, Member
edited May 2022 in Investing (Mac)
I'm building an Excel file to calculate my average cost base for my investments given that Quicken for MAC doesn't do this. [removed - rant]

I'm downloading the different transactions types but the quantity doesn't seem to follow. Can I get this information somewhere or do I have to do this manually?

Thanks

Best Answer

  • lhossus
    lhossus Quicken Mac Subscription SuperUser, Mac Beta ✭✭✭✭✭
    Answer ✓
    I assume your are using File > Export > CSV from either an investment account or one of the investment group accounts (Investing, Brokerage, Retirement).

    Have you verified that the Shares column is being displayed in the register (View > Columns > Shares).
    Quicken Mac Subscription • macOS Monterey 12.6 on MacBook Pro 13" M1

Answers

  • lhossus
    lhossus Quicken Mac Subscription SuperUser, Mac Beta ✭✭✭✭✭
    Answer ✓
    I assume your are using File > Export > CSV from either an investment account or one of the investment group accounts (Investing, Brokerage, Retirement).

    Have you verified that the Shares column is being displayed in the register (View > Columns > Shares).
    Quicken Mac Subscription • macOS Monterey 12.6 on MacBook Pro 13" M1
  • Zedano
    Zedano Quicken Mac Other Unconfirmed, Member
    Thanks for the note. I was using reports. I didn't realize I could download the register from File>Export>CSV.

    Thanks for the help. Much Appreciated.
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