tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/57890-exporting-md-data-into-an-excel-ms365-spreadsheetInfinite Kind: Discussion 2020-03-06T13:50:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/478985072019-12-05T03:25:12Z2019-12-06T10:42:56ZExporting MD data into an Excel (MS365) spreadsheet<div><p>From dwk: Again, I tried Copy and then Save, but the Saved file contains "$"symbols which Excel or Numbers cannot interpret.</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/478985072019-12-05T12:52:15Z2019-12-06T10:42:56ZExporting MD data into an Excel (MS365) spreadsheet<div><p>Hi DWK,</p>
<p>Please try the following path: Choose File - Export - Format - tab delimited</p>
<p>If you need any other assistance please let us know.</p>
<p>--<br>
Andrew, Infinite Kind Support</p></div>Andrewtag:infinitekind.tenderapp.com,2009-01-14:Comment/478985072019-12-05T19:48:28Z2019-12-06T10:42:59ZExporting MD data into an Excel (MS365) spreadsheet<div><p>Andrew -</p>
<p>Thank you for a prompt response. But your answer confuses me.</p>
<p>First, your solution appears to cover export of a broad set of all my data. That is, not the specific Report that I wish to export.</p>
<p>Second, when I 'Copy' my Report (at the bottom), then go to Excel and paste it ('command-V' on a Mac) I get all the data in appropriate columns but the format is incorrect ... numbers are in cells as text, not numeric.</p>
<p>Do I have to go back to Quicken or some other software ( which I do not wish to do ) to get a Report file in an appropriate format that I can use?</p>
<p>Thank you,</p>
<p>David (dwk)</p></div>dwktag:infinitekind.tenderapp.com,2009-01-14:Comment/478985072019-12-06T10:48:18Z2019-12-06T10:48:18ZExporting MD data into an Excel (MS365) spreadsheet<div><p>Hi ,</p>
<p>We are sorry to hear about the problem you have encountered.</p>
<p>Firstly, <em>memorizing</em> your report will save the settings that were used to generate it to the list of memorised graphs or reports, as outlined in <a href="https://infinitekind.tenderapp.com/kb/graphs-and-reports/memorised-graphs-and-reports">this article</a> of the <em>Knowledge Base</em>.</p>
<p>When using the "Save" option, your report will export to a folder of your choice, within your system.</p>
<p>Once you have saved your report into a folder (e.g: on your desktop), you should be able to open it within Excel or equivalent.</p>
<p>I hope this information is helpful. Please let me know if you have further questions or need any assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/478985072019-12-06T11:02:16Z2019-12-06T11:02:16ZExporting MD data into an Excel (MS365) spreadsheet<div><p>Support.</p>
<p>The problem with the Moneydance Save as CSV option from a spreadsheet perspective is that the data is saved with display/formatting information e.g. currency indicators, thousand separators etc. This can cause spreadsheets to read what is really numeric data as text. Such a situation requires extra work before importing it into a spreadsheet or within the spreadsheet itself. What is needed is for Moneydance to be able to save the reports as raw CSV data without the display options.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/478985072019-12-06T13:42:34Z2019-12-06T13:42:34ZExporting MD data into an Excel (MS365) spreadsheet<div><p>Hi DWK,</p>
<p>Here are a couple of options:<br>
1) you can go into the currency list in Moneydance and set the prefix for USD as empty. That way, reports (and everything in MD) will not put the $ in front of any numeric values. Hopefully Excel would then see the numbers as currency values.<br>
2) you can select the relevant column of numbers in excel and set them as currency values.</p>
<p>Please let us know if it helps.</p>
<p>--<br>
Andrew, Infinite Kind Support</p></div>Andrew