Import Transactions from Excel to Money

I currently use Money 2005 and I have been trying to figure out how to import
my transactions from Excel to Money. I was able to write an Excel macro to
convert my data in Excel to QIF. However, I'm having the following issues:
1. When I import a file, Money thinks I'm downloading a bank statement to
reconcile my records and it tries to match my imported transactions to
transactions already in Money. How do I get it to just import the
transactions and treat them the same way as the transactions I enter manually
in Money?
2. With my imports, every data fields import properly except for the
category field. How do I correct this?

Thank You
--
mycpa

Cal
Fri Jun 15 11:39:40 CDT 2007

In microsoft.public.money, mycpa wrote:

>I currently use Money 2005 and I have been trying to figure out how to import
>my transactions from Excel to Money. I was able to write an Excel macro to
>convert my data in Excel to QIF. However, I'm having the following issues:
>1. When I import a file, Money thinks I'm downloading a bank statement to
>reconcile my records and it tries to match my imported transactions to
>transactions already in Money. How do I get it to just import the
>transactions and treat them the same way as the transactions I enter manually
>in Money?

File->Import as a new or recovered account. That way Money will not
try to match transactions or look for duplicates.



>2. With my imports, every data fields import properly except for the
>category field. How do I correct this?

Have you tried File->Export of a QIF file to use as a model?

mycpa
Fri Jun 15 14:38:00 CDT 2007

Thank you. I will try both and hopefully get it to work.
--
mycpa


"Cal Learner-- MVP" wrote:

> In microsoft.public.money, mycpa wrote:
>
> >I currently use Money 2005 and I have been trying to figure out how to import
> >my transactions from Excel to Money. I was able to write an Excel macro to
> >convert my data in Excel to QIF. However, I'm having the following issues:
> >1. When I import a file, Money thinks I'm downloading a bank statement to
> >reconcile my records and it tries to match my imported transactions to
> >transactions already in Money. How do I get it to just import the
> >transactions and treat them the same way as the transactions I enter manually
> >in Money?
>
> File->Import as a new or recovered account. That way Money will not
> try to match transactions or look for duplicates.
>
>
>
> >2. With my imports, every data fields import properly except for the
> >category field. How do I correct this?
>
> Have you tried File->Export of a QIF file to use as a model?
>
>