[moneydance] Importing a big QIF
Phil Gyford
philg at flirble.org
Thu Oct 23 20:42:49 EDT 2003
Hi,
I'm having my first attempt at using Moneydance. I've been using
PocketMoney (an application on Palm and, before that, Apple Newton),
and have seven years' worth of QIF to import! I won't be surprised if
this is too much to work successfully, but I'll give it a go...
My first problem though, is that all my PocketMoney categories have
been imported as 'Bank' accounts, rather than anything else. Is there
a way to change this? Editing an account doesn't seem to offer a way
to change these to Expense or Income accounts. I've pasted the start
of the QIF file at the end of this email in case it offers any
solutions - I'm happy to edit the file and reimport if that's what's
involved.
My second problem (so far) is that I'm in the UK, but used to have an
account with Chase in the US, in dollars. I imported the file using
British Pounds as the currency, but there doesn't seem to be a way to
edit the currency of an account once it's been created. Would I have
to import all the Chase account details and transactions separately,
setting the currency appropriately?
I hope I'm making sense. Any help is much appreciated!
Phil
!Option:AutoSwitch
!Account
Nx Chase Checking
D
TBank
B
^
NWoolwich Tax
D
TBank
B
^
NWoolwich Openplan
D
TBank
B
^
NTriodos Mini-Cash ISA
D
TBank
B
^
NFD Visa
D
TCCard
B
^
NFD Current
D
TBank
B
^
NFamilyAssurance
D
TBank
B
^
!Clear:AutoSwitch
!Type:Cat
NUtilities:Water
D
^
NUtilities:Phone
D
^
NUtilities:Mobile
D
^
NUtilities:ISP
D
^
NUtilities:Gas
D
^
NUtilities:Electricity
D
^
NUtilities
D
^
NTax:Nat Ins
D
^
NTax
D
^
NSubscriptions
D
^
NSalary
D
^
NPension
D
^
NPay
D
^
[continues....]
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