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Subject Author Date
exporting Securities list to Excel Jeff 03-04-2007
Posted by Jeff on March 4, 2007, 11:25 pm
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 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



Posted by Bob L. on March 5, 2007, 10:47 am
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 * Jeff wrote:
> 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
>
>
Jeff,
        Customize a Portfolio View to what you want included. Then use File,
Print Portfolio, Export to tab-delimited file (using Q06)

Bob L.

Posted by John Pollard on March 5, 2007, 10:47 am
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Jeff wrote:
> 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?

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.

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



Posted by Jeff on March 5, 2007, 12:25 pm
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John Pollard wrote:
> Jeff wrote:
>> 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?
>
> 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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