How to Export Transactions

Quick Review

• What: Export transaction data to CSV files for use outside Quicken

• Why: Share data, create backups, or analyze in spreadsheets

• How: Select transactions > Click download arrow > Save CSV file

• Note: Web App only; mobile export not available

Overview

Quicken lets you export transactions to CSV files for use in spreadsheets, tax software, or sharing with others. This feature provides flexibility for analyzing your financial data outside of Quicken or creating backups of important transactions.

Ashley exports transactions quarterly for their accountant. The CSV format allows easy filtering and sorting in Excel, making tax preparation more efficient than manually copying data.

Export Tips

Filter Before Exporting

Use the Filter Icon (right of search bar) to narrow transactions by:

• Specific categories

• Certain payees

• Account selection

• Other criteria

This ensures you export only relevant transactions.

Select Specific Months

To export transactions from specific months:

• Collapse all months except those needed

• This makes selection easier and excludes unwanted months

Select All Visible Transactions

To quickly select everything visible:

• Check the box at the top of Transaction Activity (far left of column titles)

• This selects all visible transactions with one click

Exporting from a Single Account

1. Navigate to Transactions (hover over left panel)

2. Select the account to export from

3. Check the box left of each transaction to export

4. Click the download arrow (arrow pointing down to a line) in upper right

5. Save the CSV file to your computer

Exporting from Multiple Accounts

1. Navigate to Transactions

2. Select Banking

3. Click the Filter Icon at end of search bar

4. Select Account

5. Check boxes for each account to include

6. Click Apply

7. Check boxes for transactions to export

8. Click the download arrow in upper right

9. Save the CSV file

Special Export Options

Tax Report Export

The Tax Report (Early Access) offers multiple formats:

• .CSV file

• Microsoft Excel file

• .TXF file (for tax software)

• .TXJ file (for tax software)

Access via Reports > Taxes > Three-dot menu

Planned Spending and Other Spending

When viewing transaction lists in:

• Planned Spending items

• Other Spending categories

An "Export" option appears at the top for those specific transactions.

Report Transaction Lists

Within reports, navigate to Transaction Activity and click "Export to .CSV" on the right.

What's Included in Exports

CSV exports typically contain:

• Date

• Payee

• Amount

• Category

• Account

• Other transaction details

Limitations

No date range filter: Cannot filter transactions by specific date ranges before exporting. Use month selection as a workaround.

Mobile App: Export feature only available on Web App.

Other reports: Most reports cannot be exported directly (except Tax Report).

Ashley's Export Process

Ashley exports transactions quarterly:

1. Filters by business categories

2. Selects the quarter's months

3. Exports to CSV

4. Adds additional notes in Excel

5. Sends to accountant for tax prep

This workflow saves hours compared to manual data entry.

Common Use Cases

Tax preparation: Export tax-related categories for accountant

Budget analysis: Export to analyze spending patterns in Excel

Account reconciliation: Export for detailed review against statements

Sharing data: Send specific transactions to spouse or financial advisor

Record keeping: Create backups of important transaction sets

The Bottom Line

Exporting transactions from Quicken provides flexibility for external analysis and sharing. While the process requires selecting transactions manually, the filter and selection tools make it manageable. The CSV format ensures compatibility with virtually any spreadsheet or financial software.

Hint: Create a naming convention for exported files immediately after downloading. Ashley once exported quarterly data multiple times while troubleshooting filters, ending up with files named "transactions.csv", "transactions(1).csv", and "transactions(2).csv". By tax time, they couldn't remember which file contained the correct filtered data. Now they immediately rename files with descriptive names like "2025-Q1-Business-Expenses.csv" including the date range and filter criteria used.