How to download a spreadsheet of Holdings in an investment account

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J. Waters
J. Waters Member ✭
edited March 2023 in Investing (Windows)
How to download a spreadsheet of Holdings in an Investment Account

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    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 February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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