Community Discussion: Simplify getting a sum for selected budget items or payees

From: John Pollard (8plus7...)

Simplify getting a sum for selected budget items or payees

Found at: https://community.quicken.com/discussion/7915023/simplify-getting-a-sum-for-selected-budget-items-or-payees


The original poster wants a new total added to Quicken. In his words, " ... a sum, of items that I select, directly from a list provided from the 'Find' function."

The op thinks it is "too hard" to use Quicken reports for the purpose.

The op finally says, "If this is too hard to set up, how about providing users with the ability to download a file into Excel?"

But that capability already exists in Quicken - and has existed for many years.

In the lower left corner of the Quicken "Search Results" dialog (what you get when you do a Find in Quicken), is a small printer icon. Clicking that icon brings up the standard Quicken "Print" dialog, which included the option to "Export to:" a "tab-delimited (Excel compatible) disk file".

I'm not convinced that the export-to-Excel approach is easier than using a Quicken report, but it exporting Find results to Excel is possible.

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