Export Reports directly to Excel

E J Member

Please allow us to export reports from Quicken for Home & Business directly to Microsoft Excel. Why must I go to Apple's Numbers and export the Excel?

1 votes

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  • jacobs
    jacobs SuperUser, Mac Beta Beta

    @E J First, there is no Home & Business version of Quicken on the Mac. If you are paying for a Home & Business subscription and only use Quicken Mac, you are wasting money, because you're using the same software as Quicken Premier.

    Second, there's no reason to use Numbers if you have Excel. Quicken exports in CSV format, which can be opened by Numbers or Excel. Are you double-clicking on the exported CSV files, and it's opening in Numbers? That's not due to Quicken, it's a macOS setting; you can change macOS to default to opening CSV files in Excel if you want in the Get Info window of any CSV file.

    Quicken Mac Subscription • Quicken user since 1993