How to prepare CSV for importing transfers
Posted: Sun Dec 24, 2017 10:18 am
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 in the help files or the manual. How can a indicate in the CSV that the transaction is a transfer, and the account 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 ...
Michael
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 in the help files or the manual. How can a indicate in the CSV that the transaction is a transfer, and the account 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 ...
Michael