Export Category List to Excel or CSV from Quicken for Mac

ErinH

I am trying to find a way to export my category list from Quicken for Mac to a CSV (or Excel) file. There are several posts here (some old, some newer) on how to do this from Quicken for Windows but I can't find anything on Quicken for Mac. Is this because...it's not possible?

John_in_NC

Your hypothesis is correct: it is not possible at this time to export the category list in QMac.

John_in_NC

Your hypothesis is correct: it is not possible at this time to export the category list in QMac.

jacobs

Correct. Sorry.  There is no way to print or export the category list from Quicken Mac.

There's an Idea thread (enhancement/new features request) for this functionality, and I'd encourage you to take a few seconds to visit this thread and add your vote for it (in the yellow box under the first post, click the little arrow under the vote counter). 

The best you can do currently is to open the Categories list, extend it as tall as you can, take a screenshot, scroll down a screenful, take another screenshot, etc. -- and then print your screenshots. Not ideal by any means, but it's the best you can do.

Also, be aware you can view a list of any unused categories which may be cluttering up your list. In the little toolbar at the bottom of the Categories window, click the gear icon and select Show Only Unused Categories. You can then delete any you don't want (except the ones which show in the Status column as Required).

ErinH

Thanks for the fast response! :smiley:

ErinH

@jacobs I voted it up! Thanks for the tip!

ErinH

Clever! You’re right! I can make a report and export it. Thanks @RickO!