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Subject Author Date
Export entire check register to spreadsheet? Pikov Andropov 05-22-2007
Posted by John Pollard on May 22, 2007, 8:43 pm
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John Pollard wrote:
> Pikov Andropov wrote:
>> D T W .../... keyed the following on 5/22/2007 5:51 PM:
>>> The 2007 Premier version has:
>>>
>>> In the Register view - click report, register report,
>>> right click, for a drop down to choose Excel compatible
>>> format.

>> Nothing like that in 2005 Deluxe?
>
>> There doesn't seem to be a way to get the balance into a
>> report.

> Of course there is. Every Quicken "report" can be
> "exported" to Excel.
>
> In Q2005 there are generally three ways: click "Export
> Data" in the report menu, then either "To Excel
> compatible format", or "Copy to Clipboard" (then paste in
> Excel); or click "Print", then click "Export to
> tab-delimited (Excel-compatible) Disk File".

I should have added that the original suggestion also works in
Q2005. If you didn't see it, you didn't do *exactly* what was
suggested.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup




Posted by Pikov Andropov on May 22, 2007, 11:30 pm
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<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<html>
<head>
<meta content="text/html;charset=ISO-8859-1" http-equiv="Content-Type">
<title></title>
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John Pollard keyed the following on 5/22/2007 8:43 PM:<br>
<span style="white-space: pre;">&gt; John Pollard wrote:<br>
&gt;&gt; Pikov Andropov wrote:<br>
&gt;&gt;&gt; D T W .../... keyed the following on 5/22/2007 5:51 PM:<br>
&gt;&gt;&gt;&gt; The 2007 Premier version has:<br>
&gt;&gt;&gt;&gt; <br>
&gt;&gt;&gt;&gt; In the Register view - click report, register report,
right<br>
&gt;&gt;&gt;&gt; click, for a drop down to choose Excel compatible
format.<br>
&gt; <br>
&gt;&gt;&gt; Nothing like that in 2005 Deluxe? There doesn't seem to be
a way<br>
&gt;&gt;&gt; to get the balance into a report.<br>
&gt; <br>
&gt;&gt; Of course there is.&nbsp; Every Quicken "report" can be "exported"
to<br>
&gt;&gt; Excel.<br>
&gt;&gt; <br>
&gt;&gt; In Q2005 there are generally three ways: click "Export Data"
in the<br>
&gt;&gt; report menu, then either "To Excel compatible format", or
"Copy to<br>
&gt;&gt; Clipboard" (then paste in Excel); or click "Print", then click<br>
&gt;&gt; "Export to tab-delimited (Excel-compatible) Disk File".<br>
&gt; <br>
&gt; I should have added that the original suggestion also works in
Q2005.<br>
&gt; If you didn't see it, you didn't do *exactly* what was suggested.<br>
</span><br>
I see that, I see that. But that report does not contain the balance
after each transaction.<br>
<br>
Thanks.<br>
<br>
</body>
</html>

Posted by Jim Jensen on May 23, 2007, 4:47 am
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> John Pollard keyed the following on 5/22/2007 8:43 PM:
>> John Pollard wrote:
>>> Pikov Andropov wrote:
>>>> D T W .../... keyed the following on 5/22/2007 5:51 PM:
>>>>> The 2007 Premier version has:
>>>>>=20
>>>>> In the Register view - click report, register report, right
>>>>> click, for a drop down to choose Excel compatible format.
>>=20
>>>> Nothing like that in 2005 Deluxe? There doesn't seem to be a way
>>>> to get the balance into a report.
>>=20
>>> Of course there is. Every Quicken "report" can be "exported" to
>>> Excel.
>>>=20
>>> In Q2005 there are generally three ways: click "Export Data" in the
>>> report menu, then either "To Excel compatible format", or "Copy to
>>> Clipboard" (then paste in Excel); or click "Print", then click
>>> "Export to tab-delimited (Excel-compatible) Disk File".
>>=20
>> I should have added that the original suggestion also works in Q2005.
>> If you didn't see it, you didn't do *exactly* what was suggested.
>=20
> I see that, I see that. But that report does not contain the balance
> after each transaction.=20
>=20
> Thanks.

So just insert a formula in the spreadsheet that gives you the balance =
after each transaction. Pretty basic stuff.


Posted by Pikov Andropov on May 23, 2007, 12:11 pm
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Jim Jensen keyed the following on 5/23/2007 12:47 AM:

<snip>

>> I see that, I see that. But that report does not contain the balance after
>> each transaction.
>>
>> Thanks.
>
> So just insert a formula in the spreadsheet that gives you the balance after
> each transaction. Pretty basic stuff.

Duh!!

Thanks.

Posted by Gary T on May 23, 2007, 10:14 pm
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Pikov Andropov wrote:
> Jim Jensen keyed the following on 5/23/2007 12:47 AM:
>
> <snip>
>
>>> I see that, I see that. But that report does not contain the balance
>>> after
>>> each transaction.
>>>
>>> Thanks.
>>
>> So just insert a formula in the spreadsheet that gives you the balance
>> after
>> each transaction. Pretty basic stuff.
>
> Duh!!
>
> Thanks.

Just for the record...I did EXACTLY what John said, and I got each
transaction AND the balance after that transaction in my Excel
spreadsheet. I didn't have to do anything except follow his directions.
It was all right there in the file created by Quicken.

Gary

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