Maddy on 24 Jun, 2021 09:12 AM
Thank you for contacting Moneydance support.
Within Moneydance, you can easily transfer your report data to Excel.
After generating the report, choose 'Save'.
Change the 'Format' to 'Comma Delimited'.
Then click 'Browse' and specify where you want to save the file.
Before saving, check the correct file format has been applied. Your file should be called 'YourFileName.csv'.
If the file format is not included, you can add '.csv' (without the quotes) to the end of the file name.
This will create a comma delimited file that will open with Excel.
If you have already saved the file, you can navigate to it on your computer, and re-name the file from there, to include .csv at the end of the file name.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.