Export Daily Account Balance of Investment Account to CSV file

Yield Chaser
Yield Chaser Quicken Mac Subscription Member ✭✭
in Investing (Mac)

Has anyone figure out how to export the daily account balance of an investment account to .csv file? So for example, on Jan 3, balance is X, on Jan 4, balance is Y, and so on, for the year or some other time period.

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Answers

  • Yield Chaser
    Yield Chaser Quicken Mac Subscription Member ✭✭

    Thanks for the weekly suggestion, RickO, but ideally yes, it would be daily. I want to do some return calculations and it's more elegant if I have the daily data in a spreadsheet.

  • Yield Chaser
    Yield Chaser Quicken Mac Subscription Member ✭✭
    edited January 17

    That's my fallback, to pick out specific dates, but hoping there's a (maybe hidden) way just to dump all the dates into a csv.

    Also, I will add a new Product Idea to have a 'Daily' interval option on those Net Worth Reports.

  • jasonb885
    jasonb885 Quicken Mac Subscription Member ✭✭

    The only way I found to extract data from these reports is with a tool like "Tabula". Shows up in Google. Free. It isn't perfect, though, as it has to extract the data in a best effort basis from a PDF report.

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