Copying Transactions

Tomel's Avatar

Tomel

02 Dec, 2019 10:01 PM

I have an account called "Other Assets." I reconcile this account on a monthly basis. Is there any way I could copy the uncleared transactions say, to the clipboard, and from there to a spreadsheet? Even if I had to copy all transactions, not just the uncleared ones, that would help.

  1. 1 Posted by -Kevin N. on 02 Dec, 2019 10:36 PM

    -Kevin N.'s Avatar

    Hi Tomel,

    Try this...

    Generate either a Transactions Report or a Transaction Filter report on the 'Other Assets' account.

    You can then use the 'Copy to Clipboard' button to Paste the data into your spreadsheet.
    OR...
    Use the 'Save' button to save the report as an HTML or Delimited file to open in your spreadsheet.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by Tomel on 02 Dec, 2019 11:02 PM

    Tomel's Avatar

     

     

    From: -Kevin N.
    Sent: Monday, December 2, 2019 5:36 PM
    To: [email blocked]
    Subject: Re: Copying Transactions [General Questions #92381]

     

    Thank you for the quick reply. It worked! I used the Transaction Filter Report.

     

    // Please reply above this line
    ==================================================

    From: -Kevin N.

    Hi Tomel,

    Try this...

    Generate either a Transactions Report or a Transaction Filter report on the 'Other Assets' account.

    You can then use the 'Copy to Clipboard' button to Paste the data into your spreadsheet.
    OR...
    Use the 'Save' button to save the report as an HTML or Delimited file to open in your spreadsheet.

    -Kevin N. (not a member of MD support)

    On Mon, Dec 02 at 02:01 PM PST, Tomel wrote:

    I have an account called "Other Assets." I reconcile this account on a monthly basis. Is there any way I could copy the uncleared transactions say, to the clipboard, and from there to a spreadsheet? Even if I had to copy all transactions, not just the uncleared ones, that would help.

    Having trouble reading this? View this discussion online: Copying Transactions.

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  3. 3 Posted by -Kevin N. on 02 Dec, 2019 11:31 PM

    -Kevin N.'s Avatar

    Hi Tomel,

    You're welcome. I'm glad to hear that you were able to get it sorted.

    Thank you for reporting back with your results.

    -Kevin N. (not a member of MD support)

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