How Do I Export A Limited Set Of Transactions From An Account

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saberman
saberman Member ✭✭✭
edited March 2023 in Registers & Transactions (Windows)
The help instructions say: File > Export > Register Transactions to CSV File... 
Except Register Transactions to CSV File... is not an option
If you use click the action gear and select Export to Excel workbook you get all of the transactions in the account.

Is there any way to export a limited number of transactions to Excel?

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  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    Yes. Generate a report showing what you want to export. Then export it using the Export icon. See screen shot. If you don't have Excel or other spreadsheet that reads .XLSX files, export to .TXT and then rename the file to .CSV.

    genrep.png

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • saberman
    saberman Member ✭✭✭
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    Tried banking transactions but it does not detail the contents of splits. Need that.

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
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    In the Display tab of the Banking | Transaction's Customize dialog, check the box “Show splits”.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • saberman
    saberman Member ✭✭✭
    edited February 2023
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    Thank you.

This discussion has been closed.

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