Importing categories
I have a .csv file of transactions from another system that has ceased to exist. I have managed to import this into ManeyDance using Import Textfile.
I have two questions
1) Can I import categories - my .csv file includes categories that I'd like to keep if possible.
Or do I have to ignore that field and re categorise?
If I do that is there any automation for this import (there are about 6000 transactions).
2) My .csv file has memo and comments. I can see from the Import Textfile there is reference to memo. However, I do not see where these end up? Are they used? Can they be?
Regards
Ray Weatherby
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1 Posted by -Kevin N. on 18 Oct, 2016 12:23 PM
Hi Ray,
Try using the 'Account' designation to import your Categories.
It has been my experience that the 'Memo' field does import as expected.
I should mention that there is a free, third-party CSV Importer for Moneydance. It is more robust than the Text Importer.
You can download mdcsvimporter2015-v20.zip directly from the developers website. (this version is ONLY suitable for MD 2015 and above)
There is a 'How to use it' document towards the bottom of the webpage.
https://github.com/stant/mdcsvimporter2015/releases
If you need help with setting it up, let me know and I'll try to lend a hand.
-Kevin N.
System closed this discussion on 17 Jan, 2017 12:30 PM.