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- Choose Reports menu > Reports & Graphs Center.
- Select the report you want to export.
- Click Show Report.
Click Export.
Info title Where is the Export button? Quicken displays the Export button only for reports, not graphs. You can find it at the top of your report screen.
- Choose Export to Excel Worksheet.
- In the File name field, enter a name for the file and click Save.
The Export Summary screen will appear with information about where your report was saved. - Quicken stores the file in the Quicken folder by default
- Switch to Excel.
- Use Excel's Open command, and navigate to the file containing your report data.
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Quicken stores the file in the Quicken folder by default. |
Export financial data to a QXF file
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Copy transactions to another program
- Open the account you want to copy transactions from and go to its register. Note: This feature works only with non-investment accounts.
- In the register, select the transaction(s) you want to copy.
- Choose Edit menu > Transaction > Copy transaction(s). The register columns that are copied are the ones that are displayed.
- Switch to the program you want to copy the transaction(s) into.
- Position the cursor where you want the transactions pasted.
- Use the program's Paste command (usually, it's on the Edit menu).
Copy a report to another program
- Display the report you want.
Click Export.
Info title Where is the Export button? Quicken displays the Export button only for reports, not graphs. You can find it at the top of your report screen.
- Choose Copy to Clipboard.
- Switch to your word processing or spreadsheet program.
- Position the cursor where you want the data pasted.
- Use the program's Paste command (usually, it's on the Edit menu).
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