Feature request for improving exports to Excel

Jay Gourley
Jay Gourley Member ✭✭✭
edited January 2025 in Reports

I'd like to see a feature enhancement in Quicken Classic. Quicken exports various reports to Excel. If the report contains nesting, the Excel spreadsheet indicates the nesting with indentation. That provides some clarity. However, Excel supports the same collapsibility/expandability that the exported report had in Quicken. It would be valuable to me if the exported report preserved that capability in Excel.

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  • Jean1
    Jean1 Quicken Windows Subscription Member

    I agree. Or give the option of CVS delimited. I have to go in and take out the S for the split ones, copy the preceding data, copy entire sheet to 123 to protect the data, then take out the titles and date rows to get the headers. Very time consuming especially for an entire year's transactions.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello All,

    This Idea seems to have stalled, and we would like to gauge the current interest in this request.

    Thank you!

    Quicken Kristina

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  • Tom Auer
    Tom Auer Member ✭✭✭✭

    Yes, that would definitely be a value add. Excel does a number of things better than Quicken does, but that is kneecapped by limitations in export format.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello All,

    This Idea seems to have stalled, and we would like to gauge the current interest in this request. Please vote if you have not done so already!

    Thank you!

    Quicken Alyssa

    Make sure to sign up for the email digest to see a round up of your top posts.

  • UserDavidC
    UserDavidC Quicken Windows Subscription Member ✭✭✭✭

    This is a good idea. Any change to the export that would create less work to get the data into a form for easier manipulation in Excel would be welcome.

    Quicken user since 1995.
    Current Quicken for Windows subscription user. I usually upgrade to the latest version about 1 week after full release.

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