Can I Export Reports, Quicken file to Quicken File?

MishawakaKirk

Hello,

Due to issues with Quicken and investment account downloading issues, I have created a New Quicken file. I have sucessfully Exported many accounts to bring extensive History over; I used the Quicken Transfer Format (QXF) to Export and then Import — and all appears fine.
Orignal issue can be found here, for reference:
Does anyone else have problems downloading transactions and portfolio values from Schwab? — Quicken

How can I transfer over Saved Reports from one Quicken Data set to another?
Side note: Yes, I know how to exprot reports to Excel, save reports, etc. This is not that issue

Quicken Premier
Windows 11
Version R66.28
Build 27.1.66.28

Quicken Laura

Hi @MishawakaKirk,

Unfortunately, saved reports cannot currently be imported or exported between different data files. Because reports are tied to each individual data file, they need to be recreated manually in the new file.

However, if you wish to submit an official request for this feature to be added in the future, what you can do is create an idea post. This way, other users who have the same or a similar request can vote on your idea.

Don't hesitate to reach out if you have additional questions.