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

Zedano
Zedano 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 SuperUser ✭✭✭✭✭
    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 SuperUser ✭✭✭✭✭
    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 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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