How can I import quicken data and map fields into a prepared excel worksheet

TimeVampire
TimeVampire Quicken Windows Subscription Member ✭✭
edited March 2022 in Reports (Windows)
I have MS Excel worksheet templates that have calculations. I would like to populate my Excel template with quicken data mapped by fields.

Suggestions? Website resources?
Thanks in advance

Best Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You can customize one of Quicken reports so that it shows the data you want to work with. Then using the Export button on the report, you can copy the data to the Windows Clipboard and paste it into a blank area of the spreadsheet.

    You can set the formulas so the use the Quicken data.
    QWin Premier subscription
  • TimeVampire
    TimeVampire Quicken Windows Subscription Member ✭✭
    Answer ✓
    thanks, I'll have to modify my template.

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You can customize one of Quicken reports so that it shows the data you want to work with. Then using the Export button on the report, you can copy the data to the Windows Clipboard and paste it into a blank area of the spreadsheet.

    You can set the formulas so the use the Quicken data.
    QWin Premier subscription
  • TimeVampire
    TimeVampire Quicken Windows Subscription Member ✭✭
    Answer ✓
    thanks, I'll have to modify my template.
This discussion has been closed.

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