Exporting Data

You can export the Account View data to different outputs such as Quicken and MS Excel. The system allows you to export the account summary data to Quicken. It also allows you to export the Positions data to Excel and CSV formats. For more information on Quicken, see Download to Quicken.

To export the Positions data to the Excel or CSV formats

1. In the Positions tab, click:

• icon to export the displayed data into the excel format.

1. icon to export the displayed data into the CSV format.

   The system prompts to Open or Save the data.

2. Click:
   • Open to open the data in a spreadsheet.
   • Save to save the data in the excel/CSV format.

Related topics

• Working with the Positions Page