Exporting a Quicken report to Excel

PRSeditor
PRSeditor Quicken Mac Subscription Member
edited September 22 in Reports (Mac)
Screenshot 2025-08-22 at 1.16.28 PM.jpg

I'm new to Quicken. I subscribed with the understanding that I could export reports to Excel files (not CSV). You see in this screenshot from Quicken's own support site that they say there's a "Export to Excel" option.

Instead I only have the options of "Export to CSV file" or "Copy to clipboard".

Quicken Chat AI says that "Export to Excel" is not an option but it's pictured in their support page.

I'm in Quicken Classic Premier for Mac 15.6.1. Am I using the wrong version? Or do I need to use a PC version? Why am I not getting the "Export to Excel" option as pictured in the screenshot.

Best Answer

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    Quicken on Windows has the option to export directly to Excel, on the Mac you have to export to CSV and then import that to the spreadsheet of your choice.

    https://info.quicken.com/mac/export-or-copy-a-report

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓

    Quicken on Windows has the option to export directly to Excel, on the Mac you have to export to CSV and then import that to the spreadsheet of your choice.

    https://info.quicken.com/mac/export-or-copy-a-report

  • PRSeditor
    PRSeditor Quicken Mac Subscription Member

    Thank you!! This solves the mystery!

  • RickO
    RickO Quicken Mac Subscription SuperUser ✭✭✭✭

    I will add that if you click Export > Copy then paste into a blank document in Excel, you'll get the exact same thing as if you export to a .CSV file and then open that in Excel. This can save you going through an intermediate file that you later have to delete.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
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