Investment Portfolio download; add Browse button that defaults to last used path [Edited]

steveweaver48 Member ✭✭
edited October 2023 in Investments

I frequently download my investment portfolio to a csv file. On the download screen I must enter the path each time. Please consider adding a browse button defaulting to the last used path and file name with the ability to override if desired. See screen shot below.

Steve W

1 votes

Reviewed · Last Updated


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited August 2023

    I'm not sure when it first appeared, but in R51.12 there is a new Export button next to the gear menu in the Portfolio views, with options of Copy to Clipboard or Export to Excel, which creates an xlsx file.

    If you copy to the clipboard, you can easily paste the data into an Excel spreadsheet, or in tab delimited format into another application.

    The Export to Excel remembers the last path used even if you restart Quicken.

    Thanks, Quicken!

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  • steveweaver48
    steveweaver48 Member ✭✭

    Thank you, that may work. 😀

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭

    I'm not sure when it first appeared, …

    That feature is in R48.8. I'd think it goes back about a year - circa R35 to R40.