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  #7  
Old 12-24-2006, 01:09 AM
Dick Watson
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Default Re: import/export

The people who know for sure won't tell you.

I suspect a) they don't think there is a big intersection of Money users and
Excel users, b) they are concerned that the data normalization/mapping
required would be beyond many users and/or would generate support costs, and
c) no matter the above, they surely don't see a business case in added
sales/revenue from people who need/want this feature offsetting the support
and development costs. Remember, these are the guys who added Essential *
and then added the Essentials (MEss for short) edition. They think that's
where Money users want to go today.

"Ulrik" <Ulrik[at]discussions.microsoft.com> wrote in message
news:59EB3409-8445-4FBA-9A84-4B81BBD323AD[at]microsoft.com...
- quote -

> Can somebody explain to me why it is not super-easy-click-on-a-button to
> import MS Excel data ? After all it is both MS products that have been on
> the market foa LONG time !



  #6  
Old 12-23-2006, 09:49 PM
Ulrik
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Default RE: import/export

Can somebody explain to me why it is not super-easy-click-on-a-button to
import MS Excel data ? After all it is both MS products that have been on
the market foa LONG time !
--
Ulrik


"Igor Okulist" wrote:

- quote -

> I am trying to figure out a way to import/export transaction data.
> Using Tools> > Find&Replace, Generate report is quite useful since it can
> export to CSV file all accounts at once (as opposed to overwhelming
> amount of clicks with the *.qif option).
> Is there a robust way to import data back from CSV or excel file that has
> transactions for several (i.e. many) accounts?
> I see MoneyLink lists something similar. Has anybody had good experience
> with it when importing/exporting multiple accounts?
> Thanks,
> Igor

  #5  
Old 08-17-2006, 07:36 PM
PreyMantas
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Default Re: import/export

Understood. I'll try the xl2qif approach. Like myself, lot's of folks have
old data that was kept in flat batabase format which can be easily edited as
a text file and with a few simple macros, insert delimiters for importation
into excel. That's where we are now. I have a good SS and all thedata is
neatly organaized per column, I just would really like to get that into my
money data file for easy tracking/comparisons.

Thanks for the quick response.

Cheers!

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, PreyMantas wrote:
> > > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, Igor Okulist wrote:
> > > > > > I am trying to figure out a way to import/export transaction data.
> > > > > > > Using Tools> > Find&Replace, Generate report is quite useful since it can
> > > > export to CSV file all accounts at once (as opposed to overwhelming
> > > > amount of clicks with the *.qif option).
> > > > > > > Is there a robust way to import data back from CSV or excel file that has
> > > > transactions for several (i.e. many) accounts?
> > > > > See
> > > http://money.mvps.org/faq/article/176.aspx
> > > > > http://xl2qif.chez-alice.fr/links_en.php
> > > Hi Cal,
> > > Can I import transaction data from Excel into MSM 6.0 SM directly or do I

> > have to jump through conversion hoops?

> Not the former.

  #4  
Old 08-17-2006, 05:48 PM
Cal Learner-- MVP
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Default Re: import/export

In microsoft.public.money, PreyMantas wrote:

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Igor Okulist wrote:
> > > > I am trying to figure out a way to import/export transaction data.
> > > > > Using Tools> > Find&Replace, Generate report is quite useful since it can
> > > export to CSV file all accounts at once (as opposed to overwhelming
> > > amount of clicks with the *.qif option).
> > > > > Is there a robust way to import data back from CSV or excel file that has
> > > transactions for several (i.e. many) accounts?
> > > See

> > http://money.mvps.org/faq/article/176.aspx
> > > http://xl2qif.chez-alice.fr/links_en.php

> Hi Cal,
> Can I import transaction data from Excel into MSM 6.0 SM directly or do I
> have to jump through conversion hoops?


Not the former.

  #3  
Old 08-17-2006, 05:35 PM
PreyMantas
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Posts: n/a
Default Re: import/export



"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Igor Okulist wrote:
> > I am trying to figure out a way to import/export transaction data.
> > > Using Tools> > Find&Replace, Generate report is quite useful since it can

> > export to CSV file all accounts at once (as opposed to overwhelming
> > amount of clicks with the *.qif option).
> > > Is there a robust way to import data back from CSV or excel file that has

> > transactions for several (i.e. many) accounts?

> See
> http://money.mvps.org/faq/article/176.aspx
> http://xl2qif.chez-alice.fr/links_en.php


Hi Cal,

Can I import transaction data from Excel into MSM 6.0 SM directly or do I
have to jump through conversion hoops?

TIA.

Prey
  #2  
Old 06-09-2006, 07:34 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: import/export

In microsoft.public.money, Igor Okulist wrote:

- quote -

> Thanks for links, but non of them address the problem of multiple accounts,
> creating several *.qif files is fine by itself, but when
> importing back all transfer transaction will come back twice.
> Any pointers on this issue?



When you File-> Import QIF files as recovered accounts and select
multiple files using Ctrl+<select> to import all at once, then
transfers should be recognized.

  #1  
Old 06-09-2006, 07:13 PM
Igor Okulist
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Default Re: import/export

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
newse8j82tb33rmh475jaqfi32drabjdi6gb0[at]4ax.com...
- quote -

> In microsoft.public.money, Igor Okulist wrote:
> > I am trying to figure out a way to import/export transaction data.
> > > Using Tools> > Find&Replace, Generate report is quite useful since it can

> > export to CSV file all accounts at once (as opposed to overwhelming
> > amount of clicks with the *.qif option).
> > > Is there a robust way to import data back from CSV or excel file that has

> > transactions for several (i.e. many) accounts?

> See
> http://money.mvps.org/faq/article/176.aspx
> http://xl2qif.chez-alice.fr/links_en.php
> > > I see MoneyLink lists something similar. Has anybody had good experience

> > with it when importing/exporting multiple accounts?

> Money link is Money -> Excel.



Thanks for links, but non of them address the problem of multiple accounts,

creating several *.qif files is fine by itself, but when

importing back all transfer transaction will come back twice.



Any pointers on this issue?



Thanks,

Igor


 
Old 06-09-2006, 04:32 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: import/export

In microsoft.public.money, Igor Okulist wrote:

- quote -

> I am trying to figure out a way to import/export transaction data.
> Using Tools> > Find&Replace, Generate report is quite useful since it can
> export to CSV file all accounts at once (as opposed to overwhelming
> amount of clicks with the *.qif option).
> Is there a robust way to import data back from CSV or excel file that has
> transactions for several (i.e. many) accounts?


See
http://money.mvps.org/faq/article/176.aspx

http://xl2qif.chez-alice.fr/links_en.php

- quote -

> I see MoneyLink lists something similar. Has anybody had good experience
> with it when importing/exporting multiple accounts?


Money link is Money -> Excel.

  #-1  
Old 06-09-2006, 04:20 PM
Igor Okulist
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Posts: n/a
Default import/export

I am trying to figure out a way to import/export transaction data.

Using Tools> > Find&Replace, Generate report is quite useful since it can
export to CSV file all accounts at once (as opposed to overwhelming
amount of clicks with the *.qif option).

Is there a robust way to import data back from CSV or excel file that has
transactions for several (i.e. many) accounts?

I see MoneyLink lists something similar. Has anybody had good experience
with it when importing/exporting multiple accounts?


Thanks,
Igor


 

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