Importing QIF Files to Money 2008 (or Money Plus)

#3 09-21-2007, 06:49 PM

Money re-maps categories based on prior transactions you've imported and
categorized with similar payees/"categories" when importing a statement. Is
it possible that you've trained it OK for "BMW" and not OK for "LIDL"? What
happens the next time if you hand edit these transactions before accepting
them?

"Daniel Duque" <DanielDuque[at]discussions.microsoft.com> wrote in message
news:60C18402-A5EF-4D94-A3E0-728B4D812431[at]microsoft.com...
- quote -

> I had tested importing a Statement and some of the Categories were not
> being
> imported correctly.
> I then tested today importing as a Recovered account and it seems to be
> importing the Categories.
> I will have to double check the second step I made, but surely it is not
> importing categories information (that are already created on Money 2008)
> when importing as a Bank Statement.
> As requested:
> THIS IS NOT WORKING (and this is part of the 90% categories that are not
> being imported:
> ###############
> D05-08-2007
> N5
> P"LIDL"
> L"Groceries"
> U-53.51
> T-53.51
> AND THIS IS WORKING (part of the 10% that are working)
> #######################
> D29-08-2007
> N44
> P"BMW"
> L"Automobile"
> U-687.22
> T-687.22
> I remind you that all the categories that exist on the qif file already
> exists in Money and somewhere in this newsgroup I have found someone with
> the
> same problem but on previous versions of Money.

#2 09-21-2007, 12:34 PM

Bare in mind that the "" around the CAtegories are for reading purposes,
because they do not exist on the qif file.

Daniel Duque

"Daniel Duque" wrote:

- quote -

> Hi
> I had tested importing a Statement and some of the Categories were not being
> imported correctly.
> I then tested today importing as a Recovered account and it seems to be
> importing the Categories.
> I will have to double check the second step I made, but surely it is not
> importing categories information (that are already created on Money 2008)
> when importing as a Bank Statement.
> As requested:
> THIS IS NOT WORKING (and this is part of the 90% categories that are not
> being imported:
> ###############
> D05-08-2007
> N5
> P"LIDL"
> L"Groceries"
> U-53.51
> T-53.51
> AND THIS IS WORKING (part of the 10% that are working)
> #######################
> D29-08-2007
> N44
> P"BMW"
> L"Automobile"
> U-687.22
> T-687.22
> I remind you that all the categories that exist on the qif file already
> exists in Money and somewhere in this newsgroup I have found someone with the
> same problem but on previous versions of Money.
> Cheers,
> Daniel Duque
> "Dick Watson" wrote:
> > Is this an issue that's been previously reported here?
> > > Open one of the QIF files that's not importing correctly in Notepad. Copy
> > one of the transactions that's not importing correctly. Paste it into a
> > reply and tell us how it actually imports.
> > > "Daniel Duque" <Daniel Duque[at]discussions.microsoft.com> wrote in message
> > news:AF8B4C0A-112B-4CCC-888D-D5EF205DC13E[at]microsoft.com...
> > > While importing QIF files into Money 2008, Categories field are not being
> > > correctly imported. Do you know if is there a fix for this issue?
> > >

#1 09-21-2007, 12:32 PM

Hi

I had tested importing a Statement and some of the Categories were not being
imported correctly.
I then tested today importing as a Recovered account and it seems to be
importing the Categories.

I will have to double check the second step I made, but surely it is not
importing categories information (that are already created on Money 2008)
when importing as a Bank Statement.

As requested:

THIS IS NOT WORKING (and this is part of the 90% categories that are not
being imported:
###############
D05-08-2007
N5
P"LIDL"
L"Groceries"
U-53.51
T-53.51

AND THIS IS WORKING (part of the 10% that are working)
#######################
D29-08-2007
N44
P"BMW"
L"Automobile"
U-687.22
T-687.22

I remind you that all the categories that exist on the qif file already
exists in Money and somewhere in this newsgroup I have found someone with the
same problem but on previous versions of Money.

Cheers,

Daniel Duque

"Dick Watson" wrote:

- quote -

> Is this an issue that's been previously reported here?
> Open one of the QIF files that's not importing correctly in Notepad. Copy
> one of the transactions that's not importing correctly. Paste it into a
> reply and tell us how it actually imports.
> "Daniel Duque" <Daniel Duque[at]discussions.microsoft.com> wrote in message
> news:AF8B4C0A-112B-4CCC-888D-D5EF205DC13E[at]microsoft.com...
> > While importing QIF files into Money 2008, Categories field are not being
> > correctly imported. Do you know if is there a fix for this issue?

09-21-2007, 12:20 PM

Is this an issue that's been previously reported here?

Open one of the QIF files that's not importing correctly in Notepad. Copy
one of the transactions that's not importing correctly. Paste it into a
reply and tell us how it actually imports.

"Daniel Duque" <Daniel Duque[at]discussions.microsoft.com> wrote in message
news:AF8B4C0A-112B-4CCC-888D-D5EF205DC13E[at]microsoft.com...
- quote -

> While importing QIF files into Money 2008, Categories field are not being
> correctly imported. Do you know if is there a fix for this issue?

#-1 09-21-2007, 09:24 AM

Hello,

While importing QIF files into Money 2008, Categories field are not being
correctly imported. Do you know if is there a fix for this issue?

Best regards to everyone.

Daniel Duque

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