Text File Importer Modification

Gandalf99's Avatar

Gandalf99

27 Jul, 2009 10:19 PM

I like the idea of the text file importer. However, it imports transactions directly into my accounts and if there's any problems, it makes a helluva mess. I'd like to see the option to import into the "show online transactions" window so I could accept or reject or fix each transaction.

Thanks for considering this.

  1. 1 Posted by Ben Spencer on 29 Jul, 2009 12:15 AM

    Ben Spencer's Avatar

    Hi

    Thanks for the suggestion, I appreciate you for the thoughtful input. Have you considered creating a temporary pass through account. Import the transactions into that and then right click "Batch Change"->Account to move the transactions once you are happy they have imported correctly. Use shift select to select multiple transactions at a time for batch change.

    Sincerely

    Ben Spencer

  2. 2 Posted by Gandalf99 on 29 Jul, 2009 01:39 AM

    Gandalf99's Avatar

    Ben-

    Thanks for the suggestion; that didn't occur to me. I'll try it.

  3. 3 Posted by Gandalf99 on 30 Jul, 2009 07:52 PM

    Gandalf99's Avatar

    Ben-

    I'm doing this now. But it brings up a couple more glitches/requests/bugs:

    1. Because there is no confirmation screen, I accidentally imported my transactions into the real account. User error of course, but it would be nice to have a confirmation screen.

    2. The text importer has a field for separator, but not delimiter. The standard csv file is delimited by commas but each field is enclosed in quotes. Therefore all my data shows up with quotes around it unless I process them out in a spread sheet file.

    3. I have about 200 transactions for which I'm having to manually enter categories because they're in the register without going through the matching process of the online screen or the "new transaction" screen. So I'd still love to see a way to import a csv file akin to import of a qif or ofx file.

    4. There's a bug that I'm noticing. I'm not sure if it's only w/text importer, but that's what I'm using a lot right now. When I come back to an account screen from a dialog box (not sure if the names are what you use, but hopefully you get my drift), the menu bar is missing everything except the "Moneydance" menu (i"m on a Mac). If I then click an icon or do something else, the menu returns.

  4. 4 Posted by Ben Spencer on 08 Aug, 2009 03:52 PM

    Ben Spencer's Avatar

    Hi Gandalf

    I have created a couple of tickets in our issue tracking system based on your suggestions.

    http://moneydance.com/trac/ticket/2038

    With regards to your second point it is my understanding the words delimiter and separator are used interchangeably with regards to a csv file and they they both refer to the same thing, i.e. the comma or the tab etc... The quotes are something different, they are used around fields that contain reserved characters and It is my belief that a correct implementation of csv should always remove the quotes.

    http://moneydance.com/trac/ticket/2039

    If you register and log into trac you can vote on tickets. The more votest a ticket gets the more likely it will be implemented.

    The disappearing menu bug you are experiencing is a bug in apples current release of java. They introduced it to all of their java versions with their last update. I understand they are aware of the issue and I hope they fix it soon. I am sorry for the inconvenience.

    Sincerely

    Ben Spencer

  5. Raimund Buchholz closed this discussion on 31 Jan, 2010 12:34 PM.

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