My financial services company doesn't offer Money exports, so I'm using
XL2QIF to try to recreate a file and import it.
This is for a 401K account. I've got the columns DATE, CATEGORY, ACTION,
COMMISSION, QUANTITY, PRICE, ACOUNT. Create the QIF file.
So I go to File -> Import -> As a New or Recovered Account.
Then it asks me to pick an account, so I select the account. Then it asks me
to "Choose the Money investment..." I would like to use for this import.
Well, there are several funds in the import, so I guess I must import the
funds individually and then select them in the list (?). So I select which
fund.
Well, it LOOKs like it imported, but in each of the transactions money has
added ON ITS OWN the Transfer From selection of the account I selected.
How the heck do I just do a simple import without having money trying to
outsmart me?
Is there a guide that goes through the process of how to properly create a
file to import to Money?
Thanks.