Export

14

Ability to Export Attachments (edited)

Active dj2115 127 views 3 comments 14 points Most recent by Clarity March 25Feature Requests

Stop changing column displays and column names in reports (edited)

quick username 34 views 3 comments 0 points Most recent by Coach Marcus March 24Feedback

Merged: Report Export to CSV: negative numbers showing as positives

Closed RobI 21 views 0 comments 0 points Most recent by jmach March 23Troubleshooting

Why did you change the format for downloading transactions?

Answered ✓ Closed Gonzalo Eyzaguirre 27 views 1 comment 0 points Most recent by DryHeat March 12Managing Your Transactions

4

Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

Completed Closed Max1223 104 views 10 comments 4 points Most recent by Coach Natalie March 11Feature Requests

42

CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

Completed Closed UrsulaA 583 views 31 comments 42 points Most recent by UrsulaA March 2Feature Requests

1

QBP: Ability to export Mileage (edited)

Dick_Davis 24 views 1 comment 1 point Most recent by Coach Natalie February 19Quicken Business & Personal Feature Requests

How to attach a PDF and export attachments on the mobile app? (edited)

Answered ✓ Closed schwoeg1? 72 views 10 comments 0 points Most recent by schwoeg1? February 17Feedback

How to export Check Numbers? (edited)

Answered ✓ Closed Mtnus 31 views 2 comments 0 points Most recent by Mtnus February 11General Troubleshooting

Issue downloading splits to CSV (edited)

Closed gfrascione 24 views 1 comment 0 points Most recent by Coach Natalie February 3Troubleshooting

5

Ability to Download or Export Portfolio Holdings (edited)

Active Dcosmo624 74 views 3 comments 5 points Most recent by bsmorovitz February 3Feature Requests

Issue exporting the Taxes Report to .txf

Closed System 166 views 23 comments 0 points Most recent by Coach Jon January 28Troubleshooting

Unable to [export] Investment account transactions

Closed wck_austin 1 view 1 comment 0 points Most recent by Coach Jon January 26Troubleshooting

Exporting account balance history?

Answered ✓ Closed ejs 22 views 1 comment 0 points Most recent by Coach Jon January 24Adding and Updating Accounts

Changes to transaction export? (edited)

Closed John CB 114 views 4 comments 1 point Most recent by John CB January 14Managing Your Transactions

Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

Closed System 101 views 9 comments 0 points Most recent by Coach Natalie January 8Troubleshooting

Merged: Restore ability to download line item detail in split transactions

Closed Blgeiger 1 view 0 comments 1 point Most recent by Coach Jon January 2Feedback

54

Ability to Import/Export Investment Transactions (edited)

In Review Jack74 1.7K views 40 comments 54 points Most recent by rmarcus88 December 2025Feature Requests

Transaction export

Closed IHasAQuestion 32 views 1 comment 0 points Most recent by Coach Kristina December 2025Feedback

Exporting the Income & Expense Report to CSV does not show the category names in the file (edited)

Closed ThePi_Treasurer 42 views 4 comments 0 points Most recent by Coach Natalie December 2025Report a Bug

Calendar Year 2025 – Archiving, Exporting, Prevent Prior Year Editing, etc.

Closed Dick_Davis 52 views 5 comments 0 points Most recent by Dick_Davis December 2025How do you Quicken Simplifi?

44

More detailed CSV Exports (original name and description, flags, reviewed, check number)

Completed Closed dave_sxxxxx 524 views 23 comments 44 points Most recent by Coach Natalie November 2025Feature Requests

2

Include all categories when exporting reports, even if they haven't been used (edited)

Active donnieandclyd3 21 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests

Exporting a Financial Snapshot

Closed esender 22 views 1 comment 0 points Most recent by Coach Jon November 2025Feedback

Some transactions included in download/export are not visible in the account transaction list

Closed Silverthorne 11 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting

Export missing data: the last straw :(

Closed Max1223 107 views 7 comments 1 point Most recent by SRC54 November 2025Feedback

8

Add Ability to Print Formatted Net Worth Statements (edited)

Active RJE1999 61 views 4 comments 8 points Most recent by JagPres2 October 2025Feature Requests

Exporting transactions from reports is missing the parent category for splits (edited)

Closed PK Millen 207 views 22 comments 0 points Most recent by Coach Jon September 2025Report a Bug

Merged: Exporting a CSV from Reports does not include Parent Categories (edited)

Closed NavyGolf 11 views 0 comments 0 points Most recent by NavyGolf September 2025Report a Bug

Report export no longer showing parent category for subcategories (edited)

Closed Pilierp 226 views 22 comments 0 points Most recent by PK Millen September 2025Troubleshooting

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