MMEX Discussion Forum

Hello,
How do I import the categories and payees from a database to another?

frankieorabona wrote:Hello,
How do I import the categories and payees from a database to another?

Seems there is no option to do this. But it's easy to add this feature.

Hello Nikolay,  Was this ever added? I"m running 1.3.3 (DB v.7)and cannot see anyway to to import categories, and payees from one database to another. Is there a utility that I can use to open the db to copy the tables/data?

Thank you,

Dale

I think it possible using QIF Export - Inport for categories.
But not for payees.
Why you need it?

Nikolay wrote:I think it possible using QIF Export - Inport for categories.
But not for payees.
Why you need it?

A significant change in life necessitated a complete new setup. New accounts, new starting balances, but many of the same payees and categories that I've added over the years. It would be nice to simply import them. Alas, I shall have to start from scratch.

Has this gone any further?

Would be nice to have a simple way to export both a Categories list and a Payees list, and to import either list.

We have option of starting a new database, but if starting from scratch, probably wouldn't want the same transactions, but may want same Categories and Payees.

Why not copy your old database and delete all the old transactions?

That would do the job. Great idea.

This is exactly what I did - except I did it by accident. I thought I'd see what would happen if I changed my Mortgage account from Term to Checking using 'Account Relocation'. All but 2 of my 200+ transactions gone!
In hindsight, I should have made a copy of my file, and changed that. I didn't so had to use the file from previous day, and update that with over 50 entries.
Thank goodness for daily automatic MMEX backups.

So the only way to import the entire category structure is to do a copy/paste of the database?

It seems yes working from MMEX.
Otherwise using a tool for working with databases like dbeaver or SQLiteStudio there are various methods: import a table from one database to another, or save a table as a SQL script to run into another DB in order to populate categories table (CATEGORY_V1) with your desired categories.