import

juarez Dias's Avatar

juarez Dias

10 Jan, 2022 02:23 PM

Trying to bring in a new set of categories; have refined my list as a CSV file.
A typical CSV line is "2;-;Fuel", where "2" indicates sub-category (under a previous "1"/category").
Right now I do not have a QIF representation for the Category list, just a CSV file.
Questions:
- any way to delete all default/existing Moneydance categories?
- is Import operation to be conducted with "Ignore", "Ignore", "Category" as a field definition
P.S. purchased the Moenydance pkg about 1/2 hour ago, with the expectation that I would find a way to do the above.
        I have been able to Import the Accounts list I have, without any problems.

  1. 1 Posted by dwg on 10 Jan, 2022 08:36 PM

    dwg's Avatar

    I'm a fellow user.

    I do not know of a way to bulk delete categories.

    A user has created a script that can load categories from a CSV file.

    https://yogi1967.github.io/MoneydancePythonScripts/

    Useful scripts package/zip

    Import categories script.

    However I do not know if it would handle the format you have, categories are usually specified like: category:sub-category:sub-category

  2. System closed this discussion on 11 Apr, 2022 08:40 PM.

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