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Export Quicken Net Worth report to CSV (Mac)
This guide walks you through exporting a Quicken Net Worth report to CSV on Mac so you can upload a clean snapshot into FinlyLife.
Ready for a clearer plan?
No bank passwords. AI opt-in. See exactly what data was used.
What you’ll need
- Quicken for Mac
- A Net Worth (or Net Worth & Balances) report in Quicken
- A place to save the CSV file
Step-by-step checklist
- Open Quicken and go to Reports.
- Choose a Net Worth-style report (includes accounts + debts with balances).
- Set the as-of date you want (today or month-end).
- Customize the report to include only the accounts you want in your snapshot.
- Export the report to CSV and save it.
- Upload the CSV into FinlyLife when you’re ready to refresh balances.
Common pitfalls
- Exporting a transactions report instead of a balances report.
- Including closed or hidden accounts unintentionally.
- Using the wrong as-of date for a monthly check-in.
How FinlyLife fits
FinlyLife is designed to work alongside Quicken. You keep Quicken as your system of record, then export a Net Worth CSV as a snapshot when you want planning guidance.
Upload the snapshot to refresh balances, then ask questions and get next steps grounded in the household data you provided.
Start with the export guide if you haven’t yet: Export your Quicken Net Worth snapshot to CSV →
Ready for a clearer plan?
No bank passwords. AI opt-in. See exactly what data was used.
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