[moneydance] Export single account QIF's

[Fuzzy Fox]

William A Callahan <william.callahan at mac.com> wrote:
>
> I've got a substantial amount of data in my Moneydance file spanning
> several years, and I'd like to export portions of it to individual QIF
> (only one account) files.  I know this has occasionally been brought
> up on the email list as well as various message boards, but I cannot
> seem to locate a clear cut resolution.

A QIF file is just a text file.  You can edit this file down after doing
an export, writing each section to a different file so that you have
them split out.  If you have a lot of accounts this might be a lot of
work, but that depends on what you consider work.

The QIF file exported by Moneydance has a consistent format.

First it starts with a !Type:Class marker.  I presume classes go here,
but I don't use those, so mine just has the name of my root account here:

    !Type:Class
    NMy Money
    DMy Money
    ^

Next there is a section defining all your categories, starting with
!Type:Cat:

    !Type:Cat
    NAuto
    DAuto
    E
    ^
    NAuto:Fuel
    DAuto:Fuel
    E
    ^
    NAuto:Insurance
    DAuto:Insurance
    E
    ^
    [...]

Next comes a short definition of the types for all accounts.  The
"!Option:AutoSwitch" is a good marker to look for here.

    !Option:AutoSwitch
    !Account
    NChecking
    DBank of America
    TBank
    ^
    !Account
    NSavings
    DBank of America
    TBank
    ^
    !Account
    NBank One
    DBank One
    TBank
    ^
    [...]

And then comes the actual account data.  The "!Clear:AutoSwitch" marker
is a good one to look for to find this section.

    !Clear:AutoSwitch
    !Account
    NBA Checking
    DBank of America
    TBank
    ^
    !Type:Bank
    D07/22/2006
    T-0.10
    C 
    N
    PTransfer Funds
    M
    L[Bank One]
    ^
    [...]

The "!Account" line starts the identifier that tells which account the
transactions are from, and everything from the "!Type:" marker down to
the next "!Account" marker is a list of transactions from that
particular account.  If you were to break the file at each "!Account"
marker and save them to individual files, you would have your QIF data
broken out the way you want.

-- 
 Fuzzy Fox <fox at foxtaur.com>
  "Why a man would want a wife is a big mystery to some people.
   Why a man would want two wives is a bigamystery."