unable to export memo field from report with Quicken Mac

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I have a report with columns: date, account, category, memo and amount.  When I export it as a CSV file, the memo field will not export.  This is crucial for me because I use that memo field to additionally identify the transactions and would like it in Excel to be able to sort, filter, etc.   I don't see a way of customizing the export of the report, but it would be nice if the exported data in the CSV file has what's reflected on the Quicken report.  Why is the memo field omitted from the export??
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ingerdave1 .

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Posted 7 months ago

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UKR, SuperUser

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For someone to be able to give you a correct answer, we need to know what version and release of Quicken you are using. 
What version of Windows or Mac OS are you using?
Click Help / About Quicken (Mac: Quicken / About Quicken) to determine year/version and release.

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ingerdave1 .

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Mac OS 10.11.6, Mac Quicken 2016 3.5.2
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John in NC, SuperUser

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When I export my accounts to CSV, the Memo/Notes field data is retained. 
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JM, SuperUser

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John - I see the OP's reported issue when exporting a report; e.g., Category Summary Report. The Memo/Notes field is not included.

Suggestion to the OP - can you isolate/display the same data in a register - using the filtering options? Might take more than one setting and export step.
Export the register results to CSV. You would have to redo the sorting and subtotals in Excel.
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ingerdave1 .

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John - in your CSV export, what version/OS of quicken are you running?  
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John in NC, SuperUser

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Both JM and myself are using Mac versions. Quicken Essentials, 2015, and 2016 all export the register to CSV. File:Export:Register Transactions to CSV

Whatever transactions/columns you have displayed get exported. As JM noted, you can use filters and searching to limit when gets exported if desired.

Alternatively, you can print the register as a report. The best way is to try it: be in a register and choose Print and examine your various options. I would print the report to Preview (from the PDF menu) so you can see your results. Again, this is useful when used in conjunction to filtering or searching. Try it out.
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Jim

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I have Mac OS 10 with Quicken 2017 v4.5.4 and when I bring up a Category Summary Report, check the box to show memo/notes, and then try to export it to a CSV, the exported file does not include the Memo/Notes column. This has been the case in earlier versions of Q'17 after they first added the Export to CSV option for reports.
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Bryan

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I am also having this issue of memos not exporting to CSV, with the added issue that the account is also not exporting. For me, the account is critical (more so than memo). I'm using Quicken 2016 Version 3.5.3 (Build 35.13287.100) running MacOS Sierra (10.12.1). 

The option of using the register to export the account is highly undesirable. I have several accounts that I've closed and it is tedious having to activate them and then close them to view the information in the cash & credit accounts. 

Like others have said, I believe this to be a bug not a feature request. I'd be willing to update to Quicken 2017 if anyone knows if this issue has been resolved.
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Jezra Kaye

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Yes, the upgrade isn't cheap but would be worth it to solve the lack of memo printing. Anyone know?
I have the 2017 version and still cannot get the memo column to export. It's definitely a bug. 
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Bryan Guinn

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I've also upgraded and can confirm that the memo column still does not export. 

I've resorted to adding accounts that were closed back to the account view list and exporting from the transaction list view, which does pick up the memo field. Definitely not desirable, but it works. 
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Jim

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FYI - Still not working with Quicken 2017 v 4.5.4
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smayer97, SuperUser

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Be sure to click ME-TOO above to have this problem highlighted.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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ingerdave1 .

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I have upgraded to Mac OS X 10.12 + Quicken 2017 and the memo field is STILL NOT IN MY CSV EXPORT of reports!
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smayer97, SuperUser

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You can VOTE for the feature to Export to spreadsheet or CSV ASCII file, here: https://getsatisfaction.com/quickencommunity/topics/export-to-spreadsheet-or-csv-ascii-file

First, click on the link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

 
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Debbie

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I am using QM2017 4.3.1   The memo portion of the report is still does NOT appear when exporting to CSV.  This feature is critical for me as I must export and manipulate the info into court accepted form for conservatorship/guardianship accountings.  The memo field allows me to save/share transaction specific info that increases the likelihood that the court accounting will be accepted by the court investigator.  This is very likely a deal-breaker that will cause me to leave Quicken.  Please bring back the reporting/exporting flexibility from QM2007.
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Debbie

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Also,  I did try the register export workaround suggested above.  While that helped for exporting the memo fields, this method does not show the details of split transactions.  With QM2007 the reporting customization feature allowed the user to choose showing split transactions as a whole OR with the split details showing separately as filtered by the categories.  This was a very helpful feature!
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Debbie

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Sorry, I was wrong. Exporting a selected date range of transactions from the registers DID show the split transaction details AND the memo.  This can be a successful work around.  I just had do each account separately and cut and past into the same spreadsheet before sorting within the spreadsheet.