Include Reminder transations
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Bhqu70x
Quicken Windows 2016 Member ✭✭
How can reminder (future) transactions be included in reports and exported to Excel?
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Comments
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There may be a better way, but if you go to the Budget page and select Annual view and Actuals only, the data will include Reminders. Note if you are looking ahead to a future year, you must have created a budget for that year. This gives totals by month, not the individual transactions.
You can export this data by going to File > Print Budgets then selecting Export to and a format. I usually select ".PRN (1-2-3 compatible)" as the format and give the file a .CSV extention, This can usually be opened directly in Excel.QWin Premier subscription0 -
Also in order for the method above to work, you need to click on Budget Actions and View Options then select Include reminders.QWin Premier subscription0
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To export reminders to file format you may import into Excel, press Ctrl + J, Ctrl + P, choose Export to:, select Tab-delimited (Excel compatible) disk file and Export.0
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