You can easily export transactions from any account register or multi-account register to a Comma-Separated Value (CSV) file, which can be opened in spreadsheet applications like Numbers and Excel.
Choose what you'd like to export
While viewing any register you can use the Search field in the top, right corner of the register to search/filter the register being viewed. You can search all visible fields (default) or limit your search to specific fields such as Category, Payee, Notes, etc.
You can also filter your register to a specific date range, transaction type, or transaction status. See also the help topic Finding transactions.
Once you can see the transactions you'd like to export, you're ready to go. (If you apply no filters, you can export all transactions in the register.)
To export register transactions to CSV
- While viewing the register transactions you'd like to export, from the Quicken menu choose File > Export > Register Transactions to CSV File...
- You will then see a window with some additional options. Make your choice and click Next.
- All visible transactions - Export all transactions displayed in the register
- Selected transactions only - Export only those transactions currently selected in the register
- Unselected transactions only - Export only those transactions that are currently unselected
- Include Scheduled transactions - If you have scheduled transaction reminders turned on for display in the register, they will be included in the output if this option is selected.
- Choose the name and location of the CSV file to be created and click Save.
Overview
Content Tools