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david.shaw2000's Avatar

david.shaw2000

09 Jun, 2021 03:23 PM

is it possible to import a csv list of categories into MoneyDance that I have exported from Accountz?

  1. 1 Posted by Stuart Beesley ... on 09 Jun, 2021 03:40 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    In python, a doddle. Can you attach the example cvs file?

    Do you mean txns too, or just the pure category? Would the structure be like for like?

    I’m wondering if the old MD import function that allowed you to import a qif file and just import the account/category structure with no data would work... I have enabled this in toolbox. I think it’s on the tools menu.

    https://yogi1967.github.io/MoneydancePythonScripts/

  2. 2 Posted by dwg on 09 Jun, 2021 09:02 PM

    dwg's Avatar

    I'm a fellow user.

    The old importer was creating the Category and Account list from the transactions, a very useful feature. I do not know if it was able to use a QIF category list as only a few vendor products could create such a list. It would be interesting to see if it could.

    A QIF category list is quite simple.

    A not too uncommon request is the creation of a new empty data set but with the structure in place exporting Account, Category, Security QIF lists and importing them into a new data set could be a way of facilitating this.

  3. Melissa closed this discussion on 10 Jun, 2021 06:16 PM.

  4. Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’ re-opened this discussion on 11 Jun, 2021 01:35 PM

  5. 3 Posted by Stuart Beesley ... on 11 Jun, 2021 01:35 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    I've just knocked up a CSV imported for Categories... If you want to test/play - it's attached.. Backup first, ideally try on a test copy...

    (not support, just a fellow user)

  6. 4 Posted by Stuart Beesley ... on 12 Jun, 2021 12:02 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Updated - small tweaks. Also a sample CSV attached..

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