[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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