Report Exports

MSStateDawg

I occasionally export investment reports to Excel so that I may generate numerous charts to my liking which aren't offered in Quicken. The data is typically broken down by month.

Every. Single. Time…In order to format a column's header to an Excel data type of Date, I first have to do a find/replace to remove the word "Balance" from every column header and then again on the carriage return which has been placed in that date field in the export.

I think we are quite aware that the figures we're looking at for each month are, indeed, the balance for that month. Can this please be changed in the export so that only the actual date is exported?

mshiggins

What report are you starting with and how are you exporting it?

MSStateDawg

https://community.quicken.com/discussion/comment/20363229#Comment_20363229

Reports and Graphs > Net Worth & Balances > Account Balances

Include only investment accounts with a date range of the last 2 years and set the interval to Week.