I would like to export the list of all securities I own from Quicken to Excel. I just need the Names, Symbols, Type and Asset Class for each (not values or share numbers).
Is there a way to do this?
Jeff
exporting Securities list to Excel
Mar 05, 2007
3 Replies
Jeff, Customize a Portfolio View to what you want included. Then use File, Print Portfolio, Export to tab-delimited file (using Q06)
Bob L.
Virtually everything in Quicken can be printed (including "Lists"), and virtually everything that can be printed can be sent to Excel; sometimes as a tab delimited file, sometimes via a Copy to the Windows clipboard.
"Print" the Security List to a tab delimited file ... remove any unwanted columns once you have the file open in Excel.
Thank you both.
Jeff
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