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

Zedano
Unconfirmed, Member ✭
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
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
0
Best Answer
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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" M10
Answers
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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" M10 -
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.1
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