Export Categories to .csv
I need to be able to export my categories to a .csv file. I have found online references that this is possible, but there is no explanation on how I can get this accomplished.
Your help would be appreciated.
Regards,
Bryan Kaiser
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1 Posted by Stuart Beesley ... on 23 Jan, 2025 07:40 PM
I couldn't find one.. Anyway to help you out, here is a quick way.
Menu, Window, Developer console.
Paste this code into the python snippet area
then click "Run Snippet" (NOT run)In the console area below that you will get a csv dump. You can select this and copy/paste into a text editor or file..
Let me know if this helps?
2 Posted by Bryan Kaiser on 24 Jan, 2025 04:31 PM
Hey Stuart,
Thanks for the help, but I get this error
Error running snippet...: Traceback (most recent call last):
File "<string>", line 2, in <module>
NameError: name 'AccountUtil' is not defined
Let me know if this a simple fix as I really appreciate the help.
Regards,
Bryan
On Thursday, January 23, 2025 at 01:40:29 PM CST, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
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3 Posted by Stuart Beesley ... on 24 Jan, 2025 05:32 PM
Sorry about that. It's a quirk of Mac that makes this work, whereas I suspect you're on Windows/Linux and for some reason it requires more class imports.. No matter.. Try this:
4 Posted by Stuart Beesley ... on 24 Jan, 2025 05:39 PM
[sorry, copy/paste issue]
5 Posted by Stuart Beesley ... on 24 Jan, 2025 05:59 PM
I made you a better one... Just edit line two with the path to the csv file you want to create (make sure the path is valid):
6 Posted by Bryan Kaiser on 24 Jan, 2025 06:27 PM
Hey Stuart,
Perfectamundo!!!
Just what I needed and it worked like a champ. Thanks so much for your assistance.
On Friday, January 24, 2025 at 11:59:49 AM CST, Stuart Beesley (Mr Toolbox) <[email blocked]> wrote:
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7 Posted by Stuart Beesley ... on 24 Jan, 2025 06:40 PM
+1 👍 😀
8 Posted by dwg on 24 Jan, 2025 09:58 PM
Stuart,
Something to add to Toolbox perhaps?
You could have Chart of Accounts extract options
9 Posted by Stuart Beesley ... on 24 Jan, 2025 10:08 PM
Perhaps. Or perhaps extract_data.
10 Posted by dwg on 24 Jan, 2025 10:49 PM
Good point.
Extract data I think would be a better fit.
11 Posted by Stuart Beesley ... on 25 Jan, 2025 06:53 PM
DONE. Added to extract_data.... Signed PREVIEW available here:
https://github.com/yogi1967/MoneydancePythonScripts/raw/master/sign...
@Bryan Kaiser - perhaps you could run it and confirm it works ok? Let me know?