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Exporting categories

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dean

07 Dec, 2021 02:55 AM

I have created a set of categories that I want to use for mate's MD file. How can I export rather than having to manually recreate the category hierarchy? Thanks.

1. 1 Posted by Stuart Beesley ... on 07 Dec, 2021 05:08 AM

   

   Offhand…

   I have a script that can import categories into MD. From my site:

   https://yogi1967.github.io/MoneydancePythonScripts/

   Download the useful scripts zip and get import_categories.py.

   From memory, the first few lines of comment s tells you the file format to use.

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2. 2 Posted by Stuart Beesley ... on 07 Dec, 2021 05:26 AM

   

   Instructions and example file attached:

   # Usage:    Run the script in Moneybot. It will ask you for the filename, various options.
   #           It will validate the data first and abort with any errors.
   #           Once validation is complete, it will ask you to confirm to proceed with category additions
   #           CSV file format is: "IE","Category","Currency","TaxRelated","Inactive","Comments"
   #           You can either use a header first row (fields in any order); or no header, but field order must be followed.
   #           You can omit optional fields
   #           IE(Income or Expense):  Mandatory - set to I or E
   #           Category:               Mandatory - format cat:subcat:subcat etc
   #           Currency:               Optional - Will use Base currency if not specified. Use the Currency ID or Name
   #           TaxRelated:             Optional - Y or N. Will default to No
   #           Inactive:               Optional - Y or N. Will default to No
   #           Comments:               Optional
   

   • import_md_categories_example.csv 198 Bytes
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3. 3 Posted by dean on 10 Dec, 2021 03:57 AM

   

   Thanks.

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4. dean closed this discussion on 10 Dec, 2021 03:57 AM.