How to copy from Fidelity Retirement Income Planner?

N

nomail1983

If you are familiar with the Fidelity Retirement Income Planner, can
you tell me how to copy the Detailed Cash Flow Summary into Excel?

I would be satisfied with doing this manually. But I am looking for a
way to do this relatively easily, since I am doing this a number of
times.

When I try to cut-and-paste, the resulting spreadsheet has a lot of
odd symbols in many of the cells. I think it is because I am cut-and-
pasting HTML -- not because I want to, but because it is what is.
This is evident when I try to do Paste Special: instead of the usual
choices (Values, Formulas, etc), my only choices are HTML, Unicode and
Text.

When I try to do a Web Query, it does not work at all. I think it is
because the RIP opens a new window for the DCFS, and Web Query does
not know how to follow that action. (Right?)

Currently, I cut-and-paste into Notepad, then import into Excel from
that text file. The procedure works, but it is quite tedious. First,
the column labels do not import well. So I have to type them manually
(initially) or cut-and-paste them from a similar spreadsheet. Second,
I have to adjust the column widths, modify the numeric formats and
remove blank rows.

I guess the second set of steps will be needed in any case. I think I
can write a macro; I have to use macro record mode to learn how to do
that.

But I am hoping that someone has a better way of transfering this
particular table into Excel. TIA for any assistance.
 

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