tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/474-unconventional-qif-formats-for-investment-accounts-in-moneydanceInfinite Kind: Discussion 2012-09-06T23:35:14Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/3044812009-08-13T19:20:42Z2009-08-13T19:20:42ZUnconventional QIF formats for investment accounts in Moneydance?<div><p>As a side question, why doesn't Moneydance support export to
OFX? For a cross-platform program, it seems odd not to support an
open format.</p></div>Jeff Ricetag:infinitekind.tenderapp.com,2009-01-14:Comment/3044812009-08-14T08:16:01Z2011-08-11T00:13:53ZUnconventional QIF formats for investment accounts in Moneydance?<div><p>I have run into this issue as well. There is no easy fix that I
have seen other than manually editing the QIF file. I have a lot of
data, so this was not feasible. It owuld be nice if this were
fiexed.</p>
<p>I have also run into problems when expriting split transactions
to QIF, this is alos not standard.</p></div>msumicktag:infinitekind.tenderapp.com,2009-01-14:Comment/3044812009-09-16T15:26:22Z2009-09-16T15:26:22ZUnconventional QIF formats for investment accounts in Moneydance?<div><p>Hi All</p>
<p>Currently Moneydacne does not fully support exporting investment
accounts to QIF files. You are correct in that investment accounts
get exported as bank accounts. We are aware that this is a serious
problem and we hope to get a fix written after MD2010 is
released.</p>
<p>With regard to exporting to OFX files. The OFX file format does
not have categories/tags/etc and is really only intended for
downloaded transactions. So I do not believe this would not be a
useful replacement to QIF.However we do have a suggestion ticket in
track for OFX export. Here is the link:</p>
<p><a href=
"http://moneydance.com/trac/ticket/1887">http://moneydance.com/trac/ticket/1887</a></p>
<p>If you register and log into trac you can vote on suggestions.
We use the number of votes to help us determine what to wok on
next.</p>
<p>I am sorry for the trouble this investment qif export issue is
causing you.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/3044812009-09-16T18:27:03Z2009-09-16T18:27:03ZUnconventional QIF formats for investment accounts in Moneydance?<div><p>Ben,<br>
Well thankfully, problems in Moneydance are much easier to solve
than in<br>
other programs, if one has a little programming ability. Thanks to
the<br>
plugin python console, I was able to get all my investment data
into a<br>
standard QIF format that I could test out in Wesabe, etc.</p>
<p>I can't think of another program that this sort of solution
would have<br>
been possible in.</p>
<p>Jeff</p></div>Jeff Ricetag:infinitekind.tenderapp.com,2009-01-14:Comment/3044812009-09-16T18:42:31Z2009-09-16T18:42:31ZUnconventional QIF formats for investment accounts in Moneydance?<div><p>Hey jeff</p>
<p>If you would like to make your python script public I am sure
other users would benefit from it.</p>
<p>If you attach it to this discussion I will turn it into a
knowledge base article for other users.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/3044812009-09-16T18:57:33Z2009-09-16T19:04:36ZUnconventional QIF formats for investment accounts in Moneydance?<div><p>Well, hmm. I'm sure it could be useful, but it is a little
rough. It's<br>
nothing polished like a plugin, and the script itself has to be
edited<br>
to export the correct account. And then the output has to be cut
and<br>
pasted from the python console into a text file to save it.</p>
<p>I don't mind offering it up, I just don't want to get hate mail
if<br>
someone runs into a problem! I will work on cleaning it up and
documenting it, and then put it up. Actually, with a few minor
changes it could be used to export individual accounts from
Moneydance as well.</p></div>Jeff Ricetag:infinitekind.tenderapp.com,2009-01-14:Comment/3044812009-09-16T19:19:07Z2009-09-16T19:19:07ZUnconventional QIF formats for investment accounts in Moneydance?<div><p>OK, here is the script I've cobbled together. You need the
python interface plugin to use it, and you'll need to edit the
first line to reflect the name of the account you are exporting.
The output appears in the python interface window, and you'll need
to copy it into a text document and save it with the extension
'qif'.</p>
<p>I <em>know</em> this is ugly and not very elegant. But it works
for my accounts, which was my goal. It might not work for yours, or
for all the transaction types you have. I only tried to make it
work for the transaction types that appear in my accounts. With a
small amount of python, you can rewrite it to handle any type... or
ask for help.</p>
<p>Finally, there might be a few other small problems to work out
once you import your data into a new program. For example, Schwab
labeled a number of my tranactions as 'reinvestment of X', and it
was interpreted as a new fund. SInce I only had two or three
transactions like that, I edited them by hand later.</p>
<p>Also, this same trick could be used fairly easily to export a
single account from a Moneydance file. I haven't done that - since
editing the QIF file itself is simple - but it is possible.</p>
<p>Anyway, use at your own risk. It's ugly but, at least for my
needs, functional.</p></div>Jeff Ricetag:infinitekind.tenderapp.com,2009-01-14:Comment/3044812009-09-16T21:20:54Z2009-09-16T21:20:54ZUnconventional QIF formats for investment accounts in Moneydance?<div><p>Thanks Jeff! I'm sure this will be helpful for others in the
future.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Little