How to export the account column for transactions? (edited)

WendyQuick
WendyQuick Member

I used to have the Account column in the transaction activity download, but recently it disappeared. How to add it back?

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓

    @WendyQuick, thanks for posting your inquiry to the Community!

    When testing in my own Quicken Simplifi, it appears that exporting a single account's transactions does not include the account column (likely since there is only the one account in the export). However, exporting from "All Accounts" does include the account column in the export file (likely because multiple accounts are included).

    Screenshot 2026-05-12 at 8.27.36 AM.png

    If you'd like to see the account column added to single-account exports, I recommend creating an Idea post so other users can vote for it, and our product team can review it. Our FAQ here has more details on creating Idea posts:

    I hope this helps!

    -Coach Natalie