Can investment transactions be exported? (edited)

RockLee Member ✭✭✭
edited December 2023 in Investments

Hello, the transaction download button is greyed out on the "Investments > Transactions" page. Is this working functionality?

Best Answers


  • dave_sxxxxx
    dave_sxxxxx Member ✭✭

    FWIW I'm seeing the same behavior regardless of if I've selected transactions or not.

  • RockLee
    RockLee Member ✭✭✭

    What do you mean? The only way to see the transactions download button in investments is to have transactions selected, unless you mean you cannot download any transactions including banking and spending.

  • ps56k
    ps56k Member ✭✭✭✭

    it's the "Export" button… as "download" has a totally different meaning within the Quicken World -

    As mentioned above - it appears that the cloud "Import" and the down arrow "Export" functions
    are NOT AVAIL for Investment accounts

  • Super frustrating that you can't just download all of your transactions. Filtering out investment transactions and transfers is a "feature" that makes the product less useful. Hopefully this gets resolved soon.

This discussion has been closed.