Lost Transaction Categories

Philip Kienholz's Avatar

Philip Kienholz

12 Oct, 2016 07:24 PM

When I downloaded the trial version there was an option to import existing Quicken Essential files into Moneydance. I chose that option and in the trial version, all of the transaction categories were correct. After purchasing the non-trial version, opening Moneydance showed that all the transaction categories had been lost. I have updated to Mac OS 10.12 and can no longer open Quicken Essentials to create a custom export file. How can I migrate my data from Quicken Essentials to Moneydance while retaining categories?

  1. 1 Posted by Philip Kienholz on 12 Oct, 2016 07:59 PM

    Philip Kienholz's Avatar

    When I try the option under Window of clicking Welcome to Moneydance I can import the Quicken Essentials file into Moneydance, but when I close Moneydance and then open it again, the categories have disappeared. If I enter a new transaction into Moneydance with a category, the category of the new transaction is also lost when I open Moneydance again.

  2. 2 Posted by Philip Kienholz on 12 Oct, 2016 08:14 PM

    Philip Kienholz's Avatar

    When I open Moneydance again, and try under the File menu selecting the Import option, all my Quicken Essentials data files are greyed out and cannot be accessed.

  3. 3 Posted by Ian O on 15 Oct, 2016 12:04 PM

    Ian O's Avatar

    Hi Philip,

    Sorry to hear of the issues you've encountered. Can you let me know the format of the Quicken Essantials data you are attempting to import? The file should be a 'yourfilename'.quickendata file. You can see the steps for migrating from Quicken Essentials in this article. It may be useful to see a screenshot of what you are seeing. You can read instructions for taking a screenshot from here - http://www.take-a-screenshot.org/

    Ian O
    Infinite Kind Support

  4. 4 Posted by Philip Kienholz on 15 Oct, 2016 02:17 PM

    Philip Kienholz's Avatar

    Hi Ian:

    Thanks for responding to my request for help. My Quicken Essentials is Version 1.7.4. Screenshot “QE Info” is shown immediately below. When I upgraded my Mac OS to Sierra 10.12, I was informed automatically of applications that were not compatible with the new OS. Quicken Essentials was one of the two. You can see on the QE Info screenshot that it has a white barred circle across the icon for the application, signifying that it is inoperable.

    I have already worked through the instructions in the “Migrate from Quicken Essentials” option in the “Welcome to Moneydance” screen. But I will do it again and record my results.

    My file name is Philip.quickendata.

    Screenshot “Moneydance 1” is shown immediately below. This is what I get when I click on the”Migrate from Quicken Essentials” option. It works OK, and gives me my current accounts with each transaction categorized as I had set up previously in QE.

    Screenshot “Moneydance 2” is shown immediately below. It shows one of my accounts, ‘Sears MasterCard PK” that I had used to purchase a refrigerator. Note that the category for each transaction is shown. This is the same with all my QE accounts migrated into Moneydance at the initial import of the Philip.quickendata file. Everything appears OK.

    The screenshot immediately below, “Moneydance3” shows what happens after I close Moneydance and reopen it. All the transaction categories that had been initially displayed properly have now been lost. This happens with all transaction in all accounts.

    Trying another alternative given in the Moneydance user guide yields the following. I open Moneydance again and under the File menu select the import option. All myQE data files are greyed out, as shown in the screenshot immediately below, “QE Data Files Greyed Out.”

    Ian, can you please take it from here and advise how to proceed.

    Thank you.

    Sincerely:

    Philip Kienholz

  5. 5 Posted by Ian O on 17 Oct, 2016 11:49 AM

    Ian O's Avatar

    Hi Philip,

    Unfortunately, I think you may have been effected by a known bug within Moneydance. I've attached a file called "fix_restored_accounts.py" that should resolve this problem for you. Follow the below steps when you have re-opened your data and the categories appear incorrectly. To use the file, first save it to your computer and then follow these steps:

    1. In Moneydance, click on the Extensions Menu and choose the Manage Extensions option.
    2. From the list of available extensions, choose the Python Interface extension, then click Install to download the extension and finish to complete the installation.
    3. Close the Manage Extensions window.
    4. Again, click the Extensions menu. This time, choose the Python Interface option.
    5. In the python window, click the read from file button and load the file from wherever you saved it. You'll get a confirmation message when the script is finished. Close the window when done.

    Hopefully, that will work. You may need to re-add some accounts to your sidebar after running this script. You can do so using the "plus" sign in the bottom left corner of the Moneydance window, underneath the sidebar.

    Ian O
    Infinite Kind Support

  6. System closed this discussion on 16 Jan, 2017 11:50 AM.

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