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when transferring to another computer, the categories do not transfer

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scott

22 Feb, 2010 11:50 PM

Okay so I made a copy (.qif file) for my accountant

When I tested the file on my laptop, all the categories default to the category called auto (even deposits) so now I have to go back and re-catagorize each transaction.

what can I do so this does not happen?

I did add, rename and delete some of the default categories when I first started using MD

thanks for the help
scott

1. 1 Posted by ljb on 23 Feb, 2010 12:18 AM

   

   I'm guessing you tested it by importing the QIF file into Moneydance, and perhaps you left it set to File source - from a downloaded file? This type of import won't create new categories, I think, because it is meant for adding downloaded transactions to an existing data file. So you get "auto" for everything. Your QIF file does have the correct categories (doesn't matter that your changed them either).

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2. 2 Posted by scott on 23 Feb, 2010 12:32 AM

   

   You say---"So you get "auto" for everything. Your QIF file does have the correct categories (doesn't matter that your changed them either)."

   So are you saying that when my accountant opens this the categories will be there?

   I was testing this but I was doing it as I was opening a MD file on my laptop

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3. 3 Posted by ljb on 23 Feb, 2010 01:26 AM

   

   I don't know what it will look like in Quicken. I'm just saying that the QIF files exported from MD do have the correct targets (L codes) for transactions. But they are ignored if you do a "from a downloaded file" import.

   Which doesn't mean the data will import cleanly into Quicken. There is this ticket for example which says some account types are wrong. There are also other forum posts on QIF exports.

   Maybe suggest your accountant buy a copy of Moneydance?

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4. 4 Posted by scott on 23 Feb, 2010 02:12 AM

   

   Okay thank you.

   So are you saying that if I export and save my file as a .qif, when my accountant opens it, she will see the categories as I have organized things?

   If not, any suggestions to insure that she will be able to see them correctly

   thanks
   s

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5. 5 Posted by Ben Spencer on 23 Feb, 2010 03:02 PM

   

   Hi Scott

   Moneydance is able to export all data including the correct categories to a qif file that can be opened in quicken however there is one exception. Currently Moneydance does not correctly export investment accounts correctly to QIF. If you are using accounts of type investment to track security purchases these will not be correctly exported to a qif file. However Moneydance can produce a cost basis/capitla gains report for these account which should be all your account s needs.

   Sincerely

   Ben Spencer

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6. System closed this discussion on 31 Mar, 2015 03:30 PM.