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#1
06-15-2007, 07:38 PM
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 Re: Import Transactions from Excel to Money Thank you. I will try both and hopefully get it to work. -- mycpa "Cal Learner-- MVP" wrote: - quote - > 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? |
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06-15-2007, 04:39 PM
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| Re: Import Transactions from Excel to Money In microsoft.public.money, mycpa wrote: - quote - > I currently use Money 2005 and I have been trying to figure out how to import
File-> Import as a new or recovered account. That way Money will not> 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? try to match transactions or look for duplicates. - quote - > 2. With my imports, every data fields import properly except for the
Have you tried File-> Export of a QIF file to use as a model?> category field. How do I correct this? |
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#-1
06-15-2007, 03:15 PM
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| 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 |
| Tags |
| excel, import, money, transactions |
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