How to download a spreadsheet of Holdings in an investment account
J. Waters Member ✭
edited March 4 in Investing (Windows)
How to download a spreadsheet of Holdings in an Investment Account
Go to your Portfolio and click CTRL-P (to print it). Then adjust your printer settings. to EXPORT to a "tab delimited" file, which Excel can import.
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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