Quicken Mac Help

Exporting register transactions to a CSV (spreadsheet) file

You can export transactions from any account register or multi-account register to a Comma-Separated Value (CSV) file, which can be opened in spreadsheet applications like Numbers and Excel.

Choose what you'd like to export

While viewing any register, you can use the Search field in the top-right corner to search or filter the transactions displayed. You can search all visible fields (default) or limit your search to specific fields such as Category, Payee, and Notes.

You can also filter your register to a specific date range, transaction type, or transaction status. See also Finding transactions.

Once you can see the transactions you'd like to export, you're ready to go. If you apply no filters, all transactions in the register are exported.

To export register transactions to CSV

  1. While viewing the register transactions you'd like to export, choose File, then Export, then Register Transactions to CSV File...

  2. A window appears with additional options. Make your selection and click Next.

    • All visible transactions. Exports all transactions displayed in the register.

    • Selected transactions only. Exports only those transactions currently selected in the register.

    • Unselected transactions only. Exports only those transactions that are currently unselected.

    • Include Scheduled transactions. If you have scheduled transaction reminders turned on for display in the register, they are included in the output when this option is selected.

  3. Choose the name and location of the CSV file to be created and click Save.