Export Quicken Portfolio

steveweaver48
steveweaver48 Member ✭✭
edited July 2023 in Investing (Windows)
I have a portfolio in Quicken that I would like to export into Excel. Is there a way to do this?
Steve

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    While viewing the portfolio view you want to export, go to File > Print Portfolio or hit Ctrl-P

    Select Export to and CSV file. This will produce a file you should be able to open directly in Excel.

    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    While viewing the portfolio view you want to export, go to File > Print Portfolio or hit Ctrl-P

    Select Export to and CSV file. This will produce a file you should be able to open directly in Excel.

    QWin Premier subscription
  • steveweaver48
    steveweaver48 Member ✭✭
    Thank you Jim, I should have seen that option.
This discussion has been closed.

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