I’m still not clear. I’m already exporting some sets of data as CSV for further processing for other functions, but the particular data set I need for the Portfolio Value report is much more cumbersome to get at since the new Quicken Mac doesn’t provide that particular report and make it customizable and most importantly allow me to save the customized report (as I have in Quicken 2007 Mac). I need a subset of the accounts, not all the accounts, so each time I have to do multiple CSV exports from various portfolio views and then stitch them together in numbers, very cumbersome. Only certain groupings are securities consolidated and I need that feature.
And the nearest Apple Store is over 250 miles away!