One click export from spreadsheets to Money Manager

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7 posts
One click export from spreadsheets to Money Manager

OneClickToQif
New MMEX User

Posts: 1
Joined: Mon Mar 07, 2016 1:30 pm
I have used Money Manager for a long time now. It is great and useful software with lots of features.

However, my main complaint about it is regarding the Money Manager interface: IMHO, it is not the best way to enter the details of transactions for daily use.

By contrast, spreadsheets provide a faster and simpler interface. It is much easier and quicker to enter data via MS Excel or Calc than via Money Manager interface or similar applications.

In addition, most banks and credit card issuers provide account statements in spreadsheet format. I usually download the transactions of my bank accounts and credit cards from the web of banks and financial institutions, in Excel format. I find it faster and more manageable to view these transactions in the spreadsheet. However, I want to have them synchronized in Money Manager.

Also for accounts with split transactions, I find it much easier to enter data via spreadsheets, than via Money Manager interface.

On the other hand, I do not want to give up all the benefits of Money Manager, especially to manage on one site all accounts for assets, liabilities, income and expenses, and generate reports from them.

For these reasons I created OneClickToQIF: a freeware and open source project: with OneClickToQIF is very quick and easy to move data from spreadsheets to Money Manager or other bookkeeping application, using the former for insertion and some calculations, and the latter for all the functionality of a double-entry bookkeeping application.

Github project:  https://github.com/OneClickToQif/OneClickToQif

Email list / forum for the project is found here: https://groups.google.com/forum/#!forum/oneclicktoqif

I created this software for my own use, but then I uploaded it as an open source project at GitHub because I hope it could be useful for many Money Manager users. 

Regards
Re: One click export from spreadsheets to Money Manager

sterling
Super MMEX User

Posts: 82
Joined: Thu Dec 11, 2014 2:40 am
I just import my bank statements through .csv.  I have a template i use, it take 2 minutes per statement to import.
Re: One click export from spreadsheets to Money Manager

guanlisheng
MMEX Developer

Posts: 274
Joined: Tue Dec 20, 2011 11:58 pm
Location: China
OneClickToQif wrote:I have used Money Manager for a long time now. It is great and useful software with lots of features.

However, my main complaint about it is regarding the Money Manager interface: IMHO, it is not the best way to enter the details of transactions for daily use.

By contrast, spreadsheets provide a faster and simpler interface. It is much easier and quicker to enter data via MS Excel or Calc than via Money Manager interface or similar applications.

In addition, most banks and credit card issuers provide account statements in spreadsheet format. I usually download the transactions of my bank accounts and credit cards from the web of banks and financial institutions, in Excel format. I find it faster and more manageable to view these transactions in the spreadsheet. However, I want to have them synchronized in Money Manager.

Also for accounts with split transactions, I find it much easier to enter data via spreadsheets, than via Money Manager interface.

On the other hand, I do not want to give up all the benefits of Money Manager, especially to manage on one site all accounts for assets, liabilities, income and expenses, and generate reports from them.

For these reasons I created OneClickToQIF: a freeware and open source project: with OneClickToQIF is very quick and easy to move data from spreadsheets to Money Manager or other bookkeeping application, using the former for insertion and some calculations, and the latter for all the functionality of a double-entry bookkeeping application.

Github project:  https://github.com/OneClickToQif/OneClickToQif

Email list / forum for the project is found here: https://groups.google.com/forum/#!forum/oneclicktoqif

I created this software for my own use, but then I uploaded it as an open source project at GitHub because I hope it could be useful for many Money Manager users. 

Regards
would you join the MMEX team?
Re: One click export from spreadsheets to Money Manager

dreamygyz
New MMEX User

Posts: 3
Joined: Mon Oct 10, 2016 4:53 am
Is it possible to export data from money manger to Excel sheet?
Re: One click export from spreadsheets to Money Manager

Nikolay
MMEX Developer

Posts: 2250
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
It will be available in v. 1.3.0
Re: One click export from spreadsheets to Money Manager

Spooks
New MMEX User

Posts: 1
Joined: Tue Dec 20, 2016 2:06 am
Nikolay wrote:It will be available in v. 1.3.0
Cool, thanks very much.
Re: One click export from spreadsheets to Money Manager

Nikolay
MMEX Developer

Posts: 2250
Joined: Sat Dec 06, 2008 8:27 am
Location: Sankt-Petersburg, Russia
One more wsy to put a data into Excel

https://github.com/moneymanagerex/gener ... iption.txt
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