Import categories

Waldir Lisboa Rocha's Avatar

Waldir Lisboa Rocha

08 Jan, 2022 11:13 PM

Hello,
I'm beginning with Moneydance and i have a set of categories that i have been using since many years.
Is it possible to import it from a csv file, for example?
Otherwise, if i have this categories used in old operations, could i import a csv with category and category parent labels if they are not still created on Moneydance?
Thank you for your help.
Best regards

  1. 1 Posted by Waldir Lisboa R... on 08 Jan, 2022 11:50 PM

    Waldir Lisboa Rocha's Avatar

    For the moment, i tried the second option and the program takes the new categories from the csv, but does not seem to be able to take the parent categories.

  2. 2 Posted by Stuart Beesley ... on 09 Jan, 2022 07:27 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I have a script that can import categories from csv. From my site:
    https://yogi1967.github.io/MoneydancePythonScripts/

    Useful scripts package/zip

    Import categories script.

  3. 3 Posted by Waldir Lisboa R... on 10 Jan, 2022 08:00 PM

    Waldir Lisboa Rocha's Avatar

    It's wonderful!
    Many thanks!

  4. Ethan closed this discussion on 16 Jan, 2022 08:29 PM.

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