Exporting report data to an Excel spreadsheet - how to get "date" on each transaction ?

markstehm

When I export data from a report to Excel, I often have multiple entries per date. The date appears only on the first entry. I want the date repeted on for every item so that I can do my own sorting and summarizing. Is there any way to make the exported version of the report export everything as data rather than as a report with all the report formating?

Jim_Harman

It is a bit clumsy, but see this discussion

https://community.quicken.com/discussion/7882563/attribute-values-missing-for-split-transactions-in-reports

markstehm

Jim_Harman - This method and it's related comments tells me that this is a known problem and the proposed workaround is truly clumsy, as you said. That solution works OK for large blocks, but if you have a couple hundred rows with many occurences of "data follwed by 2-3 blanks", "data follwed by 2-3 blanks", etc, then it is easier to just do Select and then Ctrl and drag.

Thanks for the help. It's not the answer I hoped for, but at least now I will stop wasting time looking for a Quicken solution.

Rocket J Squirrel

The .csv option is in the report's Print dialog.

Every report has this, but sad to say, Splits don't get the date on each line.

Jim_Harman

It is a bit clumsy, but see this discussion

https://community.quicken.com/discussion/7882563/attribute-values-missing-for-split-transactions-in-reports

Rocket J Squirrel

Export to a .csv or .txt file and each line should contain the date.

markstehm

There is no .csv option and .txt does not repeat the dates as desired.

markstehm

Jim_Harman - This method and it's related comments tells me that this is a known problem and the proposed workaround is truly clumsy, as you said. That solution works OK for large blocks, but if you have a couple hundred rows with many occurences of "data follwed by 2-3 blanks", "data follwed by 2-3 blanks", etc, then it is easier to just do Select and then Ctrl and drag.

Thanks for the help. It's not the answer I hoped for, but at least now I will stop wasting time looking for a Quicken solution.

Rocket J Squirrel

https://community.quicken.com/discussion/comment/20354330#Comment_20354330

The .csv option is in the report's Print dialog.

Rocket J Squirrel

The .csv option is in the report's Print dialog.

Every report has this, but sad to say, Splits don't get the date on each line.

markstehm

OK, so I found that option, but Splits are the biggest problem so this option won't solve the entire problem.

Thanks for the follow-up.