Export CSV - amount in one column?

Posted by Evan Platt on July 30, 2009, 12:53 am

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Running Quicken 2009, Looking at exporting my data (checking account
history) into another program. Program (Personal Finances Pro) can
import a CSV / TAB file.

Only problem is - based on what I can see - All I can do is Print
Transactions, and export to a tab deliminated file.

Only problem is this output puts 2 columns - payment and deposit.

Say a payment (check, withdrawl, etc) may be listed as 40.00 in column
3. A deposit (Paycheck, ATM deposit, credit, etc) is listed as say
10.00 in column 5. Problem is when I go to import, the app (Personal
Finances Pro) asks what column the amount is in. It's in two, but one
may be a withdrawl, one may be a deposit.

Any simple way to do what I'm trying to do?

This make sense?

:)

Thanks for any help.

Evan
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Posted by John Pollard on July 30, 2009, 9:11 am

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Evan Platt wrote:

> Running Quicken 2009, Looking at exporting my data (checking account

> history) into another program. Program (Personal Finances Pro) can

> import a CSV / TAB file.

> Only problem is - based on what I can see - All I can do is Print

> Transactions, and export to a tab deliminated file.

> Only problem is this output puts 2 columns - payment and deposit.

> Say a payment (check, withdrawl, etc) may be listed as 40.00 in column

> 3. A deposit (Paycheck, ATM deposit, credit, etc) is listed as say

> 10.00 in column 5. Problem is when I go to import, the app (Personal

> Finances Pro) asks what column the amount is in. It's in two, but one

> may be a withdrawl, one may be a deposit.

> Any simple way to do what I'm trying to do?

Don't export the "Check Register" report (File > Print Transactions);
export the Banking > Transaction report.

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John Pollard

Posted by Evan Platt on July 30, 2009, 9:51 am

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wrote:

>Don't export the "Check Register" report (File > Print Transactions);

>export the Banking > Transaction report.

Ahh!

That was it, thank you very much!!
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