How to download formatted Quicken report into Excel so that the category names appear.

Question

Have tried many times to download an Itemized Category report from Quicken to Excel. The resulting spreadsheet is a mess. The category headings do not appear. All I get is the description heading and the dollar amounts. Told by Quicken Help that Quicken reports downloaded into Excel have to be edited manually; there is no way to capture complete format!

Jim_Harman · Answer

Have you tried clicking on the Export button in the report and picking the Copy to clipboard option?

Then you can go to Excel and paste the data. The format is not ideal, but at least all the data is there.