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Export transactions from Schwab investment account

ktpmm5

I have a Schwab investment account with transactions like below.

I would like to export the transactions from 3/2/2026 - 4/29/2026 into .cxv format. Quicken help says to select File→Export→.csv, but I do not have that choice. First I cannot select multiple transactions from this window, not do I see a way to export them. I did see something about Finding certain transactions, but when I select Find in the upper right corner, it doesn't allow me to select based on date. I must be missing something - can someone help me figure this out?

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Accepted answers

crwalejr

Why don't you use the report Investing/Investment Transactions? Just customize it for the account and dates. There are several formats that you can then export the data.

All comments

crwalejr

Why don't you use the report Investing/Investment Transactions? Just customize it for the account and dates. There are several formats that you can then export the data.

ktpmm5

That's great - I didn't know I could do that. I have not spent a lot of time on my investments in Quicken, but it looks as though I should. Thanks for the answer!

Sceptic

@ktpmm5 - Create a investment transaction report (Reports→Investing→Investment Transactions) with the timeframe needed. When the report is created, use the Print command and choose "Export to" and select "CSV file". Save the file and then open the CSV file from the saved location.

Sceptic