Exporting, Editing and Downloading an account file

I've read all the help about QIF files and still have this question. I
recently upgraded to Money 04 from - believe it or not - Money V1. In that
old program I never used categories. Now with M04 I want to use categories.

I'm looking for some kind of a hack or trick that will let me assign a
single old transaction to a categoy - and then have that category assigned to
all past transactions to the same Payee.

It looks like M04's export/import features are limited to QIF, which is a
littel hard to work with because of variable lines per record. If it
exported/imported .CSV files I could easily use Excell to modify groups of
transactions with the same payee.

Any advice would be greatly appreciated:

- Do newer or older versions of Money have CSV import?

- Does anybody have scripts to convert from QIF to a nice readable
spreadseet and back?

- Does anyone have a program that can open a MNY file and edit it?

Thanks.
--
Harris S. Freeman
Alliance Strategies and Programs
www.hfreeman.com

via_newsgroup
Tue Sep 06 19:53:56 CDT 2005

In microsoft.public.money, Hfreeman wrote:

>I've read all the help about QIF files and still have this question. I
>recently upgraded to Money 04 from - believe it or not - Money V1. In that
>old program I never used categories. Now with M04 I want to use categories.
>
>I'm looking for some kind of a hack or trick that will let me assign a
>single old transaction to a categoy - and then have that category assigned to
>all past transactions to the same Payee.

No hack or trick, but Tools->FindAndReplace (advanced) will let you
assign a category to all transaction with the same payee.

Make an extra copy of your file in case you want to undo something.


>
>It looks like M04's export/import features are limited to QIF, which is a
>littel hard to work with because of variable lines per record. If it
>exported/imported .CSV files I could easily use Excell to modify groups of
>transactions with the same payee.
>
>Any advice would be greatly appreciated:
>
> - Do newer or older versions of Money have CSV import?

No

>
> - Does anybody have scripts to convert from QIF to a nice readable
>spreadseet and back?
>
> - Does anyone have a program that can open a MNY file and edit it?

Hfreeman
Wed Sep 07 20:22:02 CDT 2005

Cal, that reply was extremely helpful. I have assigned categories to all my
payments. I have one more question. In my account I have many items that
were created as WITHDRAWALS but were actually TRANSFERS. These items have
payee names like "Transfer to Checking."

Because Money sees these as Expenses it screws up mr reporting by category.
Is there any way to tell Money: change this Expense Withdrawl to a Transfer?

Thnaks again,

/hsf

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, Hfreeman wrote:
>
> >I've read all the help about QIF files and still have this question. I
> >recently upgraded to Money 04 from - believe it or not - Money V1. In that
> >old program I never used categories. Now with M04 I want to use categories.
> >
> >I'm looking for some kind of a hack or trick that will let me assign a
> >single old transaction to a categoy - and then have that category assigned to
> >all past transactions to the same Payee.
>
> No hack or trick, but Tools->FindAndReplace (advanced) will let you
> assign a category to all transaction with the same payee.
>
> Make an extra copy of your file in case you want to undo something.
>
>
> >
> >It looks like M04's export/import features are limited to QIF, which is a
> >littel hard to work with because of variable lines per record. If it
> >exported/imported .CSV files I could easily use Excell to modify groups of
> >transactions with the same payee.
> >
> >Any advice would be greatly appreciated:
> >
> > - Do newer or older versions of Money have CSV import?
>
> No
>
> >
> > - Does anybody have scripts to convert from QIF to a nice readable
> >spreadseet and back?
> >
> > - Does anyone have a program that can open a MNY file and edit it?
>

via_newsgroup
Wed Sep 07 23:07:30 CDT 2005

In microsoft.public.money, Hfreeman wrote:

>I have assigned categories to all my
>payments. I have one more question. In my account I have many items that
>were created as WITHDRAWALS but were actually TRANSFERS. These items have
>payee names like "Transfer to Checking."
>
>Because Money sees these as Expenses it screws up mr reporting by category.
>Is there any way to tell Money: change this Expense Withdrawl to a Transfer?

I don't think you could change them into transfers to a given
account. You could change the category and then use a report of that
category to help locate those.

You could change them into transfer to/from delete account, and I
think Money knows to not count those as income.

If you do QIF import from recovered accounts all at once, Money is
supposed to match those up and convert them to transfers during the
import.