[moneydance] Export single account QIF's

[William A Callahan]

Fuzzy Fox,

Thank you very much for your detailed response. I don't necessarily  
mind doing that, but as you've mentioned, my major concern with doing  
it this way is the time involved, as well as the integrity of the  
data. I'm trying to move some data into Quicken Mac. Do I have any  
remaining options? Are there any plans to add the ability to export  
individual accounts from Moneydance in the future?

Thanks again,

William

P.S. Any additional input from all of you is greatly appreciated.

On Aug 9, 2006, at 1:46 AM, Fuzzy Fox wrote:

> 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."
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