Exporting Account

jmorgie's Avatar

jmorgie

Jul 02, 2024 @ 03:41 PM

I did File|Export and selected a single account that I wanted as a CSV file. when I opened it I found first a listing of Securities that has nothing to do with the Account i selected.
a) Why would you export something I did NOT request ?
b) change the program to respond to a request and not your clever idea of what you think I really want

  1. 1 Posted by -Kevin N. on Jul 02, 2024 @ 08:37 PM

    -Kevin N.'s Avatar

    Hi jmorgie,

    File > Export is generally considered for use in importing data into another PFM program.

    You would likely be better served generating a Transactions or Transactions Filter report of the account in question then use the report's 'Save' function to save it as a CSV file.

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

  2. System closed this discussion on Oct 01, 2024 @ 08:40 PM.

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