Export Categories to .csv with comments
In a previous and similar thread in 2025, Stuart Beasley posted a script that would dump the categories to text.csv. I ran this and it worked.
5 Posted by Stuart Beesley ... on Jan 24, 2025 @ 12:59 PM
However, the comments data associated with the Category Name seems to be missing from the .csv file. Is it possible to add a setting that would produce/add the comments from the category data base? I added many comments when I generate categories to help me remember 2 years later (for example) what the categories name means. It would be very handy to have a printed out csv file, etc., handy to refer to (rather than scrolling through the Categories menu in the app) so that I can easily locate what I am looking for and not generate another category. It is just a way for me to stay better organized. After using MD for ten years now, I have generated an extensive library of categories. Additionally, if I were to want to import the category list to another account set, it would be great to be able to include the comments and avoid having to re-enter them...which would take a very long time. Thanks, Henry Sully
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1 Posted by Stuart Beesley ... on 12 May, 2025 09:56 PM
The latest preview/signed extract data extension can extract category info.
Grab from my site.
https://yogi1967.github.io/MoneydancePythonScripts/
2 Posted by HH Sully-Gmail on 12 May, 2025 10:51 PM
Thank you Stuart! It worked as expected.
Now, if I wanted to make any edits to the comments in the .csv file, do you know
of a way to import the file back into Moneydance categories in order to capture
the edited comments?
-Henry
System closed this discussion on 11 Aug, 2025 11:00 PM.
Stuart Beesley (Mr Toolbox) re-opened this discussion on 05 Feb, 2026 03:58 PM
3 Posted by Stuart Beesley ... on 05 Feb, 2026 03:58 PM
Take a look at the MD2026 alpha
https://infinitekind.com/prepreview
It has data export features on some reports. Including a new categories report.
This is alpha - so test data only.
More info on the Slack beta-testing channel
4 Posted by dropbox321-0 on 05 Feb, 2026 09:32 PM
I agree that report where you can check to add comments for accounts would make the report much better. I would use it on the Net Worth report to provide a comprehensive list of accounts and their details for a 'Wife Pack'
Will MD2026 have this feature?
5 Posted by Stuart Beesley ... on 05 Feb, 2026 09:42 PM
The MD2026 alpha has a new Account Details Report which should help you with this. Note this should not be used on live data whilst it’s alpha.
System closed this discussion on 07 May, 2026 09:50 PM.