Copy data to another program?

Jason De Rocher's Avatar

Jason De Rocher

18 May, 2009 07:57 PM

Is it possible to copy data to another program, like say an Excel spreadsheet? I want to copy transactions from my investment account register to a spreadsheet to do some other calculations for tax purposes. Copying seems to only be supported within the program itself.

Thanks in advance.

  1. 1 Posted by John Selden on 18 May, 2009 10:03 PM

    John Selden's Avatar

    There are probably many ways to do this, but one way is to create a Transactions report. Click on the "Graphs and Reports" icon in the upper-right corner of the window. In the pop-up window, select the Transactions report option in left-hand menu. On the right side, pick the investment account you want to use (plus any other options, such as "Show Memos"), and click "Generate." A report window then pops up. You can then click the "Save" button and save the report as a tab-delimited file. That file can be imported into a spreadsheet intact. I tried it and it worked for me.

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