tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/16049-categories-and-tags-ignored-in-qif-when-file-is-downloadedInfinite Kind: Discussion 2020-06-14T02:10:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/481574422020-03-15T01:30:25Z2020-03-15T01:30:27ZCategories and Tags ignored in QIF when "File is Downloaded"<div><p>Hi,<br>
I'm using md 2019.4(1897) in Australia where I'm only able to get CSV or QIF from any of my banks. (No DirectConnect nor OFX/QFX available). As a result, I've created some Excel macros over my decades with Quicken to augment and produce very polished QIF files. I've attached a sample for play purposes.</p>
<p><strong>Is there a method that will import these transactions **as unconfirmed</strong> and maintain the category/tag information?**</p>
<p>My testing shows the following:<br>
File | Import . . . "File is Downloaded" <strong>UN</strong>checked, I get the transaction data as expected, but the transactions are not marked as "Unconfirmed".<br>
File | Import . . . "File is Downloaded" <strong>checked</strong>, I get the transactions marked as unconfirmed, but the category is set to the Account default category and the tag is ignored.</p>
<p><em>I really like the merge capability</em>, but it appears that I am excluded from being able to use it productively? (And it doesn't "learn" in a fashion that matches my experience, so I prefer my own historic learning logic embedded in my Excel macros to produce polished qif files already populated with suitable categories/tags)</p>
<p>I've also tried the following extensions <em>using the attached file</em>:</p>
<p><em>Import List v14 - Breunig</em> - either hangs or does nothing. Several results of each!</p>
<p><em>Text Import v103 - Infinite Kind & Friends</em> - doesn't seem to handle qif (?) and ignores categories and tags in CSV</p>
<p><em>Import File</em> - doesn't handle qif and ignores categories and tags in CSV</p>
<p><em>CSV Importer v22 - Towianski</em> - hmm, not even sure - it appears to be named differently in the various Extension lists depending upon whether I choose "Extensions", "Available" or "Installed"??</p></div>tgilbert666tag:infinitekind.tenderapp.com,2009-01-14:Comment/481574422020-03-15T02:02:03Z2020-03-15T02:02:03ZCategories and Tags ignored in QIF when "File is Downloaded"<div><p>I'm a fellow user.</p>
<p>The inbuilt QIF importer is the only tool for importing QIF type files.</p>
<p>File is downloaded being checked is used when the file has been downloaded from a financial institution. It is expected that the institution does not include category information of if it does that it is rubbish, hence Moneydance does not pick it up.</p>
<p>When it is unchecked it indicates that the file has come from another Financial program and it is expected that categories have been assigned and the data confirmed.</p>
<p>The inbuilt CSV importer and the text importer do not import category data as far as I can recall. I believe Stan's importer can bring in category information, I do not expect it would mark transactions as confirmed.</p>
<p>The import list is a monitoring tool it does not do any of importing itself.</p>
<p>Stan's extension will not appear in the available list because it is not hosted on the Moneydance site, nor will it appear on updates for the same reason.</p></div>dwg