Portfolio Report
Can a portfolio report be downloaded into CSV or Excel? If so how is this done? Tx
Comments
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I don't see how this can be done. You cannot even export transactions from investment accounts. And there is no way to do a report of anything other than payment/deposits.
So what we need are Investment Reports that can be exported to CSV, Excel or PDF.
There are lots of past discussions on this. I did find a suggestion to allow Exporting of investment transactions here:
You can add your vote to this or perhaps make a feature request for better reports. I think both are needed.
Here's another feature request you might want to review:
Hope this helps.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -

