Export entire check register to spreadsheet?


C

Charliec

Works pretty well!
The 2007 Premier version has:

In the Register view - click report, register report, right click, for a
drop down to choose Excel compatible format.
******************************************************
Charliec
 
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P

Pikov Andropov

Is there a way to export the date in the check register to a spreadsheet file --
tab- or comma-delimited or Excel?
 
D

D T W .../\\...

The 2007 Premier version has:

In the Register view - click report, register report, right click, for a
drop down to choose Excel compatible format.
 
P

Pikov Andropov

D T W .../\... keyed the following on 5/22/2007 5:51 PM:
The 2007 Premier version has:

In the Register view - click report, register report, right click, for a drop
down to choose Excel compatible format.

Nothing like that in 2005 Deluxe? There doesn't seem to be a way to get the
balance into a report.
 
P

Pikov Andropov

Pikov Andropov keyed the following on 5/22/2007 11:22 AM:
Is there a way to export the date in the check register to a spreadsheet file --
tab- or comma-delimited or Excel?
Oops!! DATA, not date. Sorry.

I;m most interested in the running balances.
 
J

John Pollard

Pikov said:
D T W .../\... keyed the following on 5/22/2007 5:51 PM:
Nothing like that in 2005 Deluxe?
There doesn't seem to be a way to get the balance into a
report.
Of course there is. Every Quicken "report" can be "exported" to
Excel.

In Q2005 there are generally three ways: click "Export Data" in
the report menu, then either "To Excel compatible format", or
"Copy to Clipboard" (then paste in Excel); or click "Print",
then click "Export to tab-delimited (Excel-compatible) Disk
File".
 
P

Pikov Andropov

John Pollard keyed the following on 5/22/2007 6:34 PM:
Of course there is. Every Quicken "report" can be "exported" to
Excel.
I'm not making myself clear, I guess.

I have not found a way to create a report that shows the balance after
each transaction that appears in my check register.

Once I have the report I want, I will take your advice about exporting
to Excel.

But first, I have to get the report I want.

Thanks.
 
J

John Pollard

Of course there is. Every Quicken "report" can be
"exported" to Excel.

In Q2005 there are generally three ways: click "Export
Data" in the report menu, then either "To Excel
compatible format", or "Copy to Clipboard" (then paste in
Excel); or click "Print", then click "Export to
tab-delimited (Excel-compatible) Disk File".
I should have added that the original suggestion also works in
Q2005. If you didn't see it, you didn't do *exactly* what was
suggested.
 
J

John Pollard

Pikov said:
John Pollard keyed the following on 5/22/2007 6:34 PM:
I'm not making myself clear, I guess.

I have not found a way to create a report that shows the
balance after each transaction that appears in my check
register.
Open the account to the Register tab. Click File > Print
Register > Print.
 
P

Pikov Andropov

John Pollard keyed the following on 5/22/2007 9:03 PM:

Open the account to the Register tab. Click File > Print
Register > Print.
I do not want a printed register. I would like a file that I could eventually
import into Excel.

Thanks.
 
P

Pikov Andropov

John Pollard keyed the following on 5/22/2007 8:43 PM:
> John Pollard wrote:
>> Pikov Andropov wrote:
>>> D T W .../\... keyed the following on 5/22/2007 5:51 PM:
>>>> The 2007 Premier version has:
>>>>
>>>> In the Register view - click report, register report, right
>>>> click, for a drop down to choose Excel compatible format.
>
>>> Nothing like that in 2005 Deluxe? There doesn't seem to be a way
>>> to get the balance into a report.
>
>> Of course there is.  Every Quicken "report" can be "exported" to
>> Excel.
>>
>> In Q2005 there are generally three ways: click "Export Data" in the
>> report menu, then either "To Excel compatible format", or "Copy to
>> Clipboard" (then paste in Excel); or click "Print", then click
>> "Export to tab-delimited (Excel-compatible) Disk File".
>
> I should have added that the original suggestion also works in Q2005.
> If you didn't see it, you didn't do *exactly* what was suggested.

I see that, I see that. But that report does not contain the balance after each transaction.

Thanks.
 
J

Jim Jensen

Pikov Andropov said:
John Pollard keyed the following on 5/22/2007 8:43 PM:

I see that, I see that. But that report does not contain the balance
after each transaction.

Thanks.
So just insert a formula in the spreadsheet that gives you the balance after each transaction. Pretty basic stuff.
 
H

Han

Pikov Andropov keyed the following on 5/22/2007 11:22 AM:

Oops!! DATA, not date. Sorry.

I;m most interested in the running balances.
From the register:
Ctrl-P
Set dates, fill in boxes, click print then choose excel format. Call the
file test.prn. Make sure the file does not get .txt added as an additional
suffix. If necessary, rename.

Double-click the file name in explorer and make sure it is opened with
Excel.

Works with Q2006, and does give running balances.
 
J

John Pollard

Pikov said:
John Pollard keyed the following on 5/22/2007 9:03 PM:



I do not want a printed register. I would like a file
that I could eventually import into Excel.

Thanks.
You're not paying attention; from one of my previous posts:
"Every Quicken 'report' can be 'exported' to Excel.
 
P

Pikov Andropov

John Pollard keyed the following on 5/23/2007 9:15 AM:
You're not paying attention; from one of my previous posts:
"Every Quicken 'report' can be 'exported' to Excel.
Ah, but you're the one who is not paying attention! I understand that every
report can be exported to Excel.

The problem now is that I cannot customize a report to get what I want!

What I want is a report that includes a column that shows the check register
balance for reach transaction.

There does not seem to be a way to include that column in a report.

Do you know of such a way?

Thanks.
 
P

Pikov Andropov

Jim Jensen keyed the following on 5/23/2007 12:47 AM:
So just insert a formula in the spreadsheet that gives you the balance after
each transaction. Pretty basic stuff.
Duh!!

Thanks.
 
P

Pikov Andropov

Han keyed the following on 5/23/2007 6:10 AM:
From the register:
Ctrl-P
Set dates, fill in boxes, click print then choose excel format.
Aha!!! Thanks.
 
J

John Pollard

Pikov said:
Han keyed the following on 5/23/2007 6:10 AM:


Aha!!! Thanks.
Which, except for the Ctrl-P part (a shortcut which produces the
same "Register" report I mentioned earlier), is *exactly* what I
told you to do ... to which you replied that you did not want to
"print" a report. Notice the word "print" in the instructions
that you are replying to here? Now, you do not find any problem
"print"ing a report ... before, same basic instructions ... it
was a problem.
 
J

John Pollard

Pikov said:
John Pollard keyed the following on 5/23/2007 9:15 AM:


Ah, but you're the one who is not paying attention! I
understand that every report can be exported to Excel.

The problem now is that I cannot customize a report to
get what I want!
What I want is a report that includes a column that shows
the check register balance for reach transaction.

There does not seem to be a way to include that column in
a report.
Do you know of such a way?
I do, and I told you. You did not follow the directions I gave
you; you decided the answer was wrong without trying it.
 
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P

Pikov Andropov

John Pollard keyed the following on 5/23/2007 12:48 PM:
Which, except for the Ctrl-P part (a shortcut which produces the same
"Register" report I mentioned earlier), is *exactly* what I told you to do
... to which you replied that you did not want to "print" a report. Notice
the word "print" in the instructions that you are replying to here? Now, you
do not find any problem "print"ing a report ... before, same basic
instructions ... it was a problem.
You're right. I took "print" literally and never thought it could also mean
"export formatted data to a file". Silly me! :)

Thanks.
 

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