[moneydance] Data importing: PayCycle.com + in general

[Kevin & Kirsten]

Dave,

I too imported a lot of data and had to edit the XML to get the account
types correct. I have data back to '96 from a mixture of Money and Quicken
files.

I recently released the Beta 1 of a Find and Replace plugin that might help
you "groom" your data after the import. I had lots of duplicate categories
that had slight naming changes, etc. I also had some marker text in the Memo
fields that I wanted to systematically perform actions upon. While the batch
update is nice, it still had limitations on finding the right transactions
to update (selecting individual transactions can be arduous). Finally, I
wanted to expand the use of tags. So I wrote this plugin:
http://www.mennesoft.com/moneydance/index.html

I hope you find it useful.

>(where do I report?)
This list and the moneydance-dev list are both monitored.

> either MS Money (ofx) or Quicken (qfx)...Is either one of these preferred?
Not really to my knowledge, they are both XML with a slight schema
differences.

> PayCycle.com ... How about anyone on this list?  
I cannot help you with that.

--Kevin

-----Original Message-----
From: moneydance-info-bounces at moneydance.com
[mailto:moneydance-info-bounces at moneydance.com] On Behalf Of David Wieringa
Sent: Thursday, January 08, 2009 10:11 PM
To: moneydance-info at moneydance.com
Subject: [moneydance] Data importing: PayCycle.com + in general

Greetings,

I made the switch to MoneyDance 2008 last week from MS Money 2002.  I
wouldn't be suprised if I set a record for the amount of data imported. ;^)
Data back to 1995, lots of accounts, etc.  Overall, I was impressed by how
well the import went.  I discovered one bug (where do I report?) and a few
oddities with my investment accounts (I'm not sure I ever set them up right
in MS Money), but with some time I got it all cleaned up...batch updates is
a nice feature.  I was a little disappointed to see I needed to alter an xml
file to adjust the types of the imported accounts...this wasn't a problem
for me, but could be a hurdle for non-programmers.  On the flip side, I was
glad to see I could access all data in xml if I wanted.  Wouldn't it be
relatively simple to throw up a dialog during the import when a new account
is discovered and query the user what type of account it is?

My main question to get up and running is... Most institutions that allow
transaction downloads (e.g. banks) support either MS Money (ofx) or Quicken
(qfx).  Is either one of these preferred?

In particular, I had some trouble with downloads from PayCycle.com (payroll
service for my business).  I had/have PayCycle setup for MS Money 2002.
During a web search, I noticed there are people talking about using
MoneyDance and PayCycle.com together.  How about anyone on this list?  Any
suggestions?  

Thanks,
Dave

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