Include Reminder transations

Bhqu70x
Bhqu70x Member ✭
edited January 2022 in Reports (Windows)
How can reminder (future) transactions be included in reports and exported to Excel?

Comments

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    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.
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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Also in order for the method above to work, you need to click on Budget Actions and View Options then select Include reminders.
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  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    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.
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