How Do I Export A Limited Set Of Transactions From An Account

Quicken Windows 2017 Member ✭✭✭
edited March 2023 in Registers & Transactions (Windows)
The help instructions say: File > Export > Register Transactions to CSV File... 
Except Register Transactions to CSV File... is not an option
If you use click the action gear and select Export to Excel workbook you get all of the transactions in the account.

Is there any way to export a limited number of transactions to Excel?

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  • Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Yes. Generate a report showing what you want to export. Then export it using the Export icon. See screen shot. If you don't have Excel or other spreadsheet that reads .XLSX files, export to .TXT and then rename the file to .CSV.

    genrep.png

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • Quicken Windows 2017 Member ✭✭✭

    Tried banking transactions but it does not detail the contents of splits. Need that.

  • Quicken Windows 2017 SuperUser ✭✭✭✭✭

    In the Display tab of the Banking | Transaction's Customize dialog, check the box “Show splits”.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • Quicken Windows 2017 Member ✭✭✭
    edited February 2023

    Thank you.

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