tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/789-throughly-cheesed-off-with-moneydance-2010Infinite Kind: Discussion 2018-10-18T13:55:08Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/9928242010-02-09T00:30:41Z2010-02-09T00:30:41ZThroughly cheesed off with Moneydance 2010<div><p>Not sure I understand exactly, but is there a particular reason
that you want to export and make new files? It is my understanding
that you should be able to open your old files in the new MD2010
without any problem. If you really just want to open your current
files in 2010 then you should be able to just select the .md file
under Open file. Once it's opened in 2010 you can rename it and
save it if that is what you'd like to do. If this isn't what your
intent is, please post again.</p></div>Nonametag:infinitekind.tenderapp.com,2009-01-14:Comment/9928242010-02-09T00:42:47Z2010-02-09T00:42:52ZThroughly cheesed off with Moneydance 2010<div><p>You are correct - that is what I want to do...but...</p>
<p>When I was using v3 there was no archive function so I created
separate db for each year. The down side of that was that I lost
the Chart of Accounts structure and had to re-create it all the
time. I have previously tried to ask for a solution to this but was
told that the best thing to do was just archive the previous
years...</p>
<p>This brought me back around to upgrading, which I did, only to
find that if I wanted to get all of my files in 'one' place,
thereby retaining the chart of accounts structure, all transactions
where merged into one account.</p>
<p>I just don't understand why the qif export has to merge all the
data? It renders it a useless and clunky feature.</p>
<p>So I'm now left with a piece of software that is no improvement
to what I was using, but I'm slightly poorer for the experience.
All I wanted was to get everything sorted and working well.</p></div>Juliatag:infinitekind.tenderapp.com,2009-01-14:Comment/9928242010-02-09T00:56:16Z2010-02-09T00:56:16ZThroughly cheesed off with Moneydance 2010<div><p>I see what you're grappling with but I'm afraid that I don't
have the knowledge needed to help you with this. Hopefully someone
from MD Support will look in and offer some solutions. Sorry I
couldn't help.</p></div>Nonametag:infinitekind.tenderapp.com,2009-01-14:Comment/9928242010-02-09T01:14:29Z2010-02-09T01:14:29ZThroughly cheesed off with Moneydance 2010<div><p>If by Moneydance v3, you mean MD2008, then yes MD2010 can
directly open those files.</p>
<p>If you open one of them, does your chart of accounts show
up?</p>
<p>If so, you could open one of them and import qif files from the
others into that one, and preserve your chart of accounts.</p>
<p>When you import, the correct choice should be "from another
program", even though the "other" program is another version of
Moneydance. The other choice is for importing qif files that you
download from a bank.<br></p></div>Randytag:infinitekind.tenderapp.com,2009-01-14:Comment/9928242010-02-09T11:57:47Z2010-02-09T11:57:50ZThroughly cheesed off with Moneydance 2010<div><p>Hi Randy,</p>
<p>The version I was using was the 2003 version. If I open up the
2008 file then the Chart of Accounts are correct, however I wasn't
able to copy over that format for the 2009 one so would have to do
it manually: a tedious task.</p>
<p>I know that I can open any of the files with MD2010 - the
problem lies in trying to get them to all work properly as one!
I've already tried on several attempts to import the qif for the
2008 and 2009 files into one new MD2010 file and every time it
loses the account integrity, lumping all transactions into one
account when there are six different accounts.</p>
<p>So, the 2008 file has the correct Chart of Accounts but when I
try to import the transactions they go to one account only. Is
there a way of importing data without losing the accounts
structure? If not, why not?</p>
<p>My added frustration is that I lost the contents of my harddrive
and have had to rebuild my account twice now - so I think that is
probably why I am doubly frustrated.</p>
<p>Thank you for your help.</p></div>Juliatag:infinitekind.tenderapp.com,2009-01-14:Comment/9928242010-02-10T00:36:11Z2010-02-10T00:36:11ZThroughly cheesed off with Moneydance 2010<div><p>Julia,</p>
<p>When you are importing your QIF, are you making sure to select
the "From Another Program" option as the file source? This may
resolve the issue. If it does not, please do let me know, and
include your OS, the build of Moneydance 2010 you are using, and
the version of Java you are running. You can find out your version
by going to the Help Menu and choosing the About Moneydance
option.</p>
<p>I apologize for the inconvenience and frustration this has
caused you,</p>
<p>Angie Rauscher<br>
Moneydance Support</p></div>Angie Rauschertag:infinitekind.tenderapp.com,2009-01-14:Comment/9928242010-02-10T09:01:21Z2010-02-10T09:01:21ZThroughly cheesed off with Moneydance 2010<div><p>Hi Angie,</p>
<p>I have been using the "from another programme" option but its
still been putting all transactions into the one account. Is this
happening because its importing qif's from the 2003 version?</p>
<p>I'm using Mac OS5.8, Java 12.5 and Moneydance 2010 vBeta which
is what I was directed to download when I bought the upgrade.</p>
<p>Really hope you can help sort this out for me as I don't fancy
manually rebuilding everything again.</p>
<p>Yours hopefully,</p>
<p>Julia</p>
<p>________________________________ From: Angie Rauscher
<a>tender+dd7819fa605c4d7439a18643252bc9a935cb3cf04@tenderapp.com</a><br>
To: <a href=
"mailto:j.gearevans@yahoo.co.uk">j.gearevans@yahoo.co.uk</a><br>
Sent: Wed, 10 February, 2010 0:36:18<br>
Subject: Re: Throughly cheesed off with Moneydance 2010
[Problems]</p></div>Julia Gear-Evanstag:infinitekind.tenderapp.com,2009-01-14:Comment/9928242010-02-10T13:46:20Z2010-02-10T13:46:25ZThroughly cheesed off with Moneydance 2010<div><p>Just checked and I'm actually using Moneydance
2010r2(735)...</p></div>Juliatag:infinitekind.tenderapp.com,2009-01-14:Comment/9928242010-02-10T15:18:21Z2010-02-10T15:18:21ZThroughly cheesed off with Moneydance 2010<div><p>Hi Julie</p>
<p>It sounds like there might be a problem with your qif files
would you be willing to email one of them to me.</p>
<p><a href="mailto:ben@moneydance.com">ben@moneydance.com</a></p>
<p>I will have one of the developers take a look at the file and
diagnose the problem.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/9928242010-02-10T17:19:26Z2010-02-10T17:19:26ZThroughly cheesed off with Moneydance 2010<div><p>Julia, when on the import screen, there is a line that says
"Import to" and you choose "Existing Account" , then pick the one
you want the data to go to from the dropdown list next to the word
"Existing Account".</p>
<p>Is this what you do? And you pick a different account when
appropriate?<br></p></div>Randytag:infinitekind.tenderapp.com,2009-01-14:Comment/9928242010-02-10T18:24:07Z2010-02-10T18:24:07ZThroughly cheesed off with Moneydance 2010<div><p>Hi Randy,</p>
<p>No I choose to create new accounts as if you try to choose an
existing account then everything ends up in there, and there is no
way to select multiple accounts. In fact you can't export accounts
separately so it wouldn't help to try to import into each separate
account as then I'd end with all the accounts having the merged
transactions.</p>
<p>________________________________ From: Randy
<a>tender+dd7819fa605c4d7439a18643252bc9a935cb3cf04@tenderapp.com</a><br>
To: <a href=
"mailto:j.gearevans@yahoo.co.uk">j.gearevans@yahoo.co.uk</a><br>
Sent: Wed, 10 February, 2010 17:19:33<br>
Subject: Re: Throughly cheesed off with Moneydance 2010
[Problems]</p></div>Julia Gear-Evanstag:infinitekind.tenderapp.com,2009-01-14:Comment/9928242010-02-10T19:06:32Z2010-02-10T19:07:34ZThroughly cheesed off with Moneydance 2010<div><p>Julia, I think I finally understand your issue. Here is a
"workaround" that will involve some work, but would surely be
better than having to rekey everything.<br></p>
<p>You may want the Moneydance staff to comment on this before
trying it (I haven't had the need to test this, but in theory it
looks like it would work).<br></p>
<ol>
<li>
<p>There is an extension called "find and replace". Get that and
install it, if you don't have it all ready.</p>
</li>
<li>
<p>Load one of your old files in MD2010.</p>
</li>
<li>
<p>Go to one of the accounts in the file</p>
</li>
<li>
<p>Create a transaction tag that is named similar to (or exactly)
the same name as the account name for the account you just
loaded.</p>
</li>
<li>
<p>using the find and replace extension you can "find" all
transactions in this account in the file and "add" a tag (the new
tag you just created in step 4 above). The find and replace
extension will do this in one operation.</p>
</li>
<li>
<p>repeat step 5 above for each account in the file</p>
</li>
<li>
<p>now you can perform the export.</p>
</li>
<li>
<p>Create a new file in MD2010. In that file create an account
named "big file". Import the qif file created in step 7 to the "big
file" account in this new file. Be sure to use the two pass process
(first time choose the option "Account info only" and second time
uncheck the box "Account info only"</p>
</li>
<li>
<p>Go to the register for the "big file". Type in the search box at
the top the name of the tag created in step 4. You should get just
a list of transactions that have that tag.</p>
</li>
<li>
<p>Hit ctrl - a to select all these transactions, then right click
and choose "batch change -> account" and pick the account with
the same name as the transaction tag created in step three. All the
selected records should be moved to the account you chose.</p>
</li>
<li>
<p>repeat step 9 for all accounts, at the end the "big file"
account should not have any transactions in it.</p>
</li>
</ol>
<p>You would have to repeat these steps if you have multiple files
per year, one time for each year.</p>
<p>After you finish converting everything, you could also use the
find and replace extension to remove the tags, if you no longer
need them.<br></p></div>Randy