Today I learned: We can copy register entries directly to a spreadsheet just by using copy & paste

rismanma

I had wanted to add up some numbers in Excel for some analysis on a particular credit card account, but for that I needed the posting date.

As many of us know, we can't include a transaction's posting date in Quicken reports.

I did already know that if you "copy" transaction(s) from a register, by right-clicking on the transactions or pressing the little gear button in the register entry, I could paste into a text editor and get some information.

So, I decided to try pasting into Excel, and to my surprise, not only did it paste, but it actually correctly put the register columns into Excel columns and added headers:

(Note that I intentionally shortened some of the columns in this screenshot because this is a public forum and my personal data, but you get the idea)

It is documented here, but Quicken seems to just really be mentioning it in passing. I think it's a useful feature. https://info.quicken.com/win/export-data-from-quicken#:~:text=tax%20program.-,Copy%20transactions%20to%20another%20program,Use%20the%20program%27s%20Paste%20command%20(usually%2C%20it%27s%20on%20the%20Edit%20menu).,-Copy%20a%20report

NotACPA

While this is a valuable piece of info, it unfortunately only works in accounts in which you can select multiple transactions at once … I.E., not investing accounts.