allow file exports at group heading level

Peter92
Peter92 Quicken Mac Subscription Member
in Product Enhancements

I have a need to do exports on multiple retirement accounts . It would be great to have file export capability at account group levels for register as well.

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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @Peter92 Could you clarify a bit about what you're wanting to do… Whether you select an account group (Investing) or sub-group (Retirement) or an individual account, you can specify a date range and export transactions to a CSV file.

    And with investment accounts you can even multi-select which accounts to include, if you want a subset of a group. For instance, let's say you want three Schwab accounts out of all your retirement accounts. Select Retirement in the left sidebar, and click the Transactions Tab. Then, pull down the All Retirement Account filter and select the first Schwab account; pull down the same menu and select the second Schwab account; pull down the same menu and select the third Schwab account. Then you can set a date filter if you want, and export the transactions.

    If that's not the sort of thing you were asking for, please add more about what you want to see Quicken able to do.

    Quicken Mac Subscription • Quicken user since 1993

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