Exporting categories

dean's Avatar

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

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    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.

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

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    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
    
  3. 3 Posted by dean on 10 Dec, 2021 03:57 AM

    dean's Avatar

    Thanks.

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

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac