Importing transfers - how to prepare CSV for import?

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michaelsoth
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Importing transfers - how to prepare CSV for import?

Post by michaelsoth »

I have just started the process of switching from Quicken 2016 to Money Manager Ex.

After using Quicken for many years, in recent years they really made life impossible, especially in terms of importing (where they dropped 90% of their customers who were relying on QIF and changed to an esoteric version of OFX/QFX).

So in comparison, I love the customisable import feature of Money Manager Ex. I have had no problem with importing CSV's, in terms of deposits and withdrawals.

However, is there a good way of importing transfers, so they do not need manual editing after import?
I couldn't find anything about that in the help files or the manual.
How can I indicate in the CSV that the transaction is a transfer, and which accounts it is linked to?
I tried changing the Payee to the name of the from account: >from-account, but that didn't work, or at least it was not sufficient.
Is there a way of doing this?
Thank you so much for any help ...

pandakoalastash
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Re: Importing transfers - how to prepare CSV for import?

Post by pandakoalastash »

I'd like to know as well. currently I'm just using the MMEX format but whenever I try to generate a CSV using that, all the lines get skipped.

Nikolay
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Re: Importing transfers - how to prepare CSV for import?

Post by Nikolay »

You need the following fields for import:
Date, payee, category, amount.
Optionally:
Notes, number.

Nikolay
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Re: Importing transfers - how to prepare CSV for import?

Post by Nikolay »

Last my post is incoccect.
In qif export it was test option to export data to CSV.
In case if CSV data has 2 transactions with the same trx number they would be inported as transfer.

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