Export to Excel - inconsistent headers and Split transactions not exported

Quicken Canada Subscription Member
edited November 2024 in Canada Windows

While viewing "All Transactions" with Filter set to "All Dates", then "Export to Excel Worksheet"

  • [1] Header rows are inconsistent between (say) YTD and All Dates, making Excel Power Query and other imports to Excel fail.
  • [2] Split transactions are not exported. Only the first line of the split is exported leading to the export not being reflective of the data within Quicken.

Quicken user since the '80s.

1
1 votes

Reviewed · Last Updated

Comments

  • Quicken Windows Subscription Moderator mod

    Hello @gwi,

    Thank you for coming to the Community to share your feedback! Are the split transactions failing to export anything but the top line, or are the other lines from the split exporting as a partial row that does not include Date, Account, Num, or Description, as described in this Idea post:

    Export "All Transaction" to Excel - split categories are formatted incorrectly

    Thank you!

    Quicken Kristina

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