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 Phillip Botero 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.