Export / Import Between Files

Paul Lawrence's Avatar

Paul Lawrence

14 Jan, 2020 10:35 PM

There doesn't seem to be a built in way to import data from a single category (or two) from one file/account to a different file/account.

The import function is all categories or nothing for, at minimum, one account.

Am I going to have to go through a spreadsheet to perform this transfer of data?

PS. What I have is business expenses that have been bought with personal funds and recorded under one category in a personal file/account. Essentially, I need to move those expenses to their business account.

  1. 1 Posted by -Kevin N. on 14 Jan, 2020 11:27 PM

    -Kevin N.'s Avatar

    Hi Paul,

    You may be able to generate a report of the desired business category; save that as a comma delimited file. (.csv)
    Then use Moneydance's built-in importer to import the .csv file into the Business MD file.

    There is also a free, third-party CSV importer designed exclusively for Moneydance that may help. If you want to look into it, let me know, I'll dig up the link to it.

    Naturally, you should experiment with this whole process on a separate copy of your data file(s).

    -Kevin N. (not a member of MD support)

  2. 2 Posted by tgilbert666 on 14 Jan, 2020 11:58 PM

    tgilbert666's Avatar

    Hi Paul (fellow user)

    Another - perhaps convoluted method - might be to create a new temporary account to move the transactions to in your personal file, sort by category, multi-select the transactions, and then right-click Batch Change | Account to move these transactions to the temporary account, and then QIF export and import that temporary account if you want the transactions in another file. If you just want them in another account in the same file, then "sort by category, multi-select, batch-change | account" might do what you want?

  3. 3 Posted by Paul Lawrence on 15 Jan, 2020 12:08 AM

    Paul Lawrence's Avatar

    "report of the desired business category; save that as a comma delimited file. (.csv)"

    Thanks, I found the "Transactions" report that had the "Save" option for CSV.

    I can also select account or category there, so that's a win. Importing the CSV is a little tricky, but it came across fine.

    Now to figure out how to keep tags with the categories. Sigh.

    Thanks, Kevin!

    PS. Thanks also to tgilbert. This is a one time deal and quicker is better!

  4. 4 Posted by -Kevin N. on 15 Jan, 2020 02:47 AM

    -Kevin N.'s Avatar

    Hi Paul,

    You're welcome. I'm glad to hear that you were able to make it work.

    Thank you for reporting back with your results.

    -Kevin N. (not a member of MD support)

  5. 5 Posted by Paul Lawrence on 15 Jan, 2020 12:29 PM

    Paul Lawrence's Avatar

    The transaction report does solve the problem of pulling out data on one single CATEGORY in a way to allow export for import into a different file/account.

    Ideally, what I'm looking for is to be able to add the tag filter, because these data items are further designate with three separate tags. So, the plan was to export three separate CSV files for the same category, but filtered by the tags.

    Only thing is, when you add the tag filter to the report that is on a CATEGORY, all the data disappears. Yes, the tags are there and can be summarized exactly in the Tag Summary report.

    The transaction report allows the filter for a CATEGORY, but it ALWAYS excludes everything! The "filter" works as expected for an ACCOUNT, so something is not explained.

  6. 6 Posted by -Kevin N. on 15 Jan, 2020 02:53 PM

    -Kevin N.'s Avatar

    Hi Paul,

    It is my understanding that Tags applied to a transaction in an Account register are not applied to the corresponding 'other side' of the translation in the Category register. Hence, a report based on a Category, would not contain Tags.

    Moneydance support generally steers users away from Category registers due to the somewhat backwards nature of the beasts. Changes made in Category registers can produce unexpected results.

    As a means to apply multiple Tags to multiple transactions, try the 'Find and Replace' extension. Install the Find & Replace extension from the Extensions > Manage Extensions menu item.

    For instructions on it's use, click the 'User Guide' link at the bottom of the extension (once installed) or here is a link to the user guide. http://www.mennesoft.com/findandreplace/index.html#usage

    -Kevin N. (not a member of MD support)

  7. 7 Posted by Paul Lawrence on 15 Jan, 2020 04:08 PM

    Paul Lawrence's Avatar

    Thanks, Kevin.

  8. System closed this discussion on 15 Apr, 2020 04:10 PM.

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