Receivable- export transactions and register balance
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EB1of9
Member ✭✭
Hello, I've created a receivables account for managing expenses and payments. I'd like to export the list of transactions and the register balance. I can't seem to get Quicken (for windows, latest version) to do so. It is displayed in my register, but not when I export. Please help.
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Answers
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How are you trying to do that export, and to what other application?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
export- either from the reporting tool or directly from the register itself -into an excel readable file0
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When I did, just now, an "Export to Excel Workbook", I didn't get a Balance column, with the running balance, but I did get a "Total Inflows" and "Total Outflows" summation. Are you not getting that?And, in Excel, such a running balance should be easy to create.
Date Amount BALANCE 12/2/2021 0.00 12/3/2021 -852.60 -40.38 12/3/2021 7.88 12/3/2021 178.59 1/22/2022 706.51 12/3/2021 - 4/2/2022 0.00 BALANCE 4/2/2022 0.00 TOTAL INFLOWS 892.98 TOTAL OUTFLOWS -892.98 NET TOTAL 0.00
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
i dont get that. what I'm trying to do is reconcile some payments to get the register to a zero balance. I realize I can recreate the running balance, but was hoping that would be automatically exported.0
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In Excel, I deleted several columns before I copied and pasted into my earlier reply. Are you not getting an Amount column? Also note that, in real life, I chose this particular account because it had few accounts and has been closed.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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