[moneydance] Search and Replace

[Dave Saville]

On Sun, 18 Feb 2007 13:38:26 -0600, Doug B wrote:

>On Sunday 18 February 2007 10:19, Andy Pastuszak wrote:
>> I know I have asked this before, but I will ask again.  My banks
>> online downloads are horrible.  I would like to be able to to search
>> on a certain keyword and then replace the Payee, assign the
>> transaction to a certain category and even set the check # line.
>>
>> I was checking out QIF Master to do this, but QIF Master works on the
>> BEGINNING of the description and my bank provides a description like
>> like this:
>>
>> CKCD DEBIT  02/13 CVS PHARMACY #2880CROYDON PA
>>
>> Yeah, the darn date is in the PAYEE line of the download, which makes
>> making QIF Master rules almost impossible.
>>
>> I'm debating a QIF export along with some perl massaging, but it's
>> more work than it's worth.  I know someone wrote an extension to do
>> this a while back, but I don't even know if the extension would work
>> with the 2007 version of Moneydance.
>
>Can you get a .csv download?  If so, the 'text file importer' extension 
>will allow some field manipulation.  It won't let you assign a category 
>on the fly, but I guess you could write some sort of script to do that 
>in the .csv file if you want.  I just import then assign the categories 
>by editing each entry in MD it brings in.

If you *do* do it by S&R then use XML export - otherwise you will certainly 
b****r the file and lose data - QIF does not hold all the info a MD file does.

-- 
Regards

Dave Saville