tag:infinitekind.tenderapp.com,2009-01-14:/discussions/moneydance-development/1155-import-qif-featureInfinite Kind: Discussion 2016-03-19T05:04:48Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/364740382015-04-02T16:47:32Z2015-04-02T16:47:32ZImport Qif feature<div><p>Hi John,</p>
<p>Unfortunately it's not possible to do this at this time. I've
passed your suggestion along to the developers for
consideration.</p>
<p>Please let us know if we can be of further assistance!</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehantag:infinitekind.tenderapp.com,2009-01-14:Comment/364740382015-05-03T07:56:32Z2015-05-03T07:56:32ZImport Qif feature<div><p>That may have been my script, John. It broke badly in the 2015
updated, I'm afraid. In the process of fixing it I changed the way
it works. It does work, for me at least, but it's turned into a bit
of a mess. Sorry.</p>
<p>A further suggestion, Scott, which I think I logged a couple of
years back, was that the account drop down in the import dialog
default to the selected account. It's a small change but it would
make the manual import process much less susceptible to error.</p>
<p>On that note, there are still many of us who have to update our
bank transactions by hand - UK banks are utterly Neanderthal - and
the process is tedious and error prone. Working to make that
slicker would be a big plus for us. Although I have to maintain
only 8 online accounts by hand, it's something of a nightmare. In
particular:</p>
<p>Date formats in a bank's QIF format vary, I have to remember to
change it in the import dialog. Sometimes I forget or get it wrong
and the account balance self destructs. I appreciate it's not
always possible to auto detect date formats - although iBank and
Moneywiz seem to manage it - but the real issue for me is that
there's no way to recover the pre-import state. There's no undo on
the import. I deal with this by making a copy of the database
before importing but this is less than ideal.</p>
<p>It's also possible to accidentally import into the wrong account
- again, no undo, mess results. Defaulting to selected account
would help this.</p>
<p>Importing 8 accounts every day is very boring, very accident
prone - again, no undo!!. The Python script John refers to checks a
folder for QIF files and imports them into accounts based on the
QIF filename. It's not only a massive timesaver it also makes my
import process much less error prone. Essentially, I made it
because I had to. As an alternative, it would be extremely useful
to be able to find a way to associate QIF files or their containing
folders with particular accounts.</p>
<p>Anything to make this rather tedious process easier would be
very much appreciated.</p>
<p>thanks.</p></div>kim.aldistag:infinitekind.tenderapp.com,2009-01-14:Comment/364740382015-05-03T07:57:01Z2015-05-03T07:57:01ZImport Qif feature<div><p>One question, is it possible to call the import process directly
from the API?</p>
<p>thanks.</p></div>kim.aldistag:infinitekind.tenderapp.com,2009-01-14:Comment/364740382015-09-24T19:44:51Z2015-09-24T19:44:51ZImport Qif feature<div><blockquote>
<p>Is it possible to call the import process directly from the
API?</p>
</blockquote>
<p>I have the same question. If not, that feature would be very
useful to me as I'm working to mechanize the process of importing
many accounts from Microsoft Money exports, and I as I troubleshoot
the various issues with the imports, I'd like to start over and
repeat the process.</p></div>jaracotag:infinitekind.tenderapp.com,2009-01-14:Comment/364740382015-09-29T13:33:57Z2015-09-29T13:35:36ZImport Qif feature<div><p>There is one relatively easy route to import a QIF file, though
it doesn't do the file mapping to an account name for you. That
could be done by you though :)</p>
<pre>
<code>import com.moneydance.apps.md.controller.*;
Main m = (Main)getContext();
AccountBook book = getContext().getCurrentAccountBook();
then:
m.importQIFIntoAccount(File qifFile, // the file to import
byte dateFormat, // one of Common.QIF_FORMAT_MMDDYY, QIF_FORMAT_YYMMDD, QIF_FORMAT_DDMMYY, QIF_FORMAT_AUTO
char dec, // the decimal place character. sadly dependent upon the locale
CurrencyType currency, // the default currency to use for any new accounts that are created (use book.getCurrencies().getBaseType()
Account account, // the default account to import into (though the QIF file may also specify multiple accounts with names)
byte importMode, // Common.QIF_MODE_DOWNLOAD or Common.QIF_MODE_TRANSFER
boolean acctsOnly // if true, only import the account and category structure
);</code>
</pre>
<p>Sean Reilly<br>
Developer, The Infinite Kind<br>
<a href="http://infinitekind.com">http://infinitekind.com</a></p></div>Sean Reilly