Extension - Extract Data
Mark Bresky
Is it possible to add an option to extract "Account Register Transactions" for the entire database at one time, into one file?
Currently I have 15 different bank accounts, and I have to do this extract 15 times. It is very cumbersome.
Thank you.
Mark Bresky
[email blocked]
973-970-0700
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1 Posted by Stuart Beesley ... on Jul 15, 2023 @ 08:11 PM
I’m confused. It’s designed to do exactly what you ask. Just don’t select an account filter - or set it to all accounts?
Show me the setup screen you configure?
2 Posted by Mark Bresky on Jul 15, 2023 @ 08:28 PM
Thank you for the feedback.
I'm sorry I was not precise enough.
You are correct for " Bank" and "Asset" accounts.
But I also have accounts under "Investments" which do not extract at all.
On 7/15/2023 4:11 PM, Stuart Beesley (Mr Toolbox) wrote:
3 Posted by Stuart Beesley ... on Jul 15, 2023 @ 08:33 PM
There is a separate option for extracting investment transactions. Again, In this extract you can select all investment accounts.
So you get two files, one for investments and one for all the others.
No, investments cannot be combined with the others (e.g. bank/assets). The data structures are quite different.
Note: if you get my latest preview version, you can set up extracts to ‘auto extract’ and then with one click from the new auto extract extensions menu option, extract all files at once.
https://yogi1967.github.io/MoneydancePythonScripts/
4 Posted by Mark Bresky on Jul 15, 2023 @ 08:44 PM
Thank you for the quick response and guidance.
Two files will be ok for me.
Thanks again.
Mark
On 7/15/2023 4:33 PM, Stuart Beesley (Mr Toolbox) wrote:
5 Posted by Stuart Beesley ... on Jul 15, 2023 @ 08:45 PM
Let me know how it goes and if it works for you?
6 Posted by Mark Bresky on Jul 16, 2023 @ 08:37 PM
Works just fine.
Again sorry for my misunderstanding. Newbe in a hurry.
Thanks,
Mark
On 7/15/2023 4:45 PM, Stuart Beesley (Mr Toolbox) wrote:
System closed this discussion on Oct 15, 2023 @ 08:40 PM.