Importing Multiple Accounts from Microsoft Money

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rjarratt
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Importing Multiple Accounts from Microsoft Money

Post by rjarratt »

I am trying to migrate away from Microsoft Money.

I would like to understand how to migrate when I have multiple accounts that have transfers between them. It seems that I end up with the transfer transactions appearing twice. Is there a way to avoid this? I am using the QIF files exported by Microsoft Money.

I should also add that I have a second issue for which I have added a comment to a GitHub issue (ability to split transfer transaction).

These two problems are making it difficult for me to move off Microsoft Money.

Thanks

Rob
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Re: Importing Multiple Accounts from Microsoft Money

Post by Renato »

Could you provide QIF file fot this split transaction?
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Re: Importing Multiple Accounts from Microsoft Money

Post by rjarratt »

I will have to make one up if you want a complete example, but if you can manage with a small extract, here is a sample:

D31/03/2009
CX
MGolden Heart, Birdlip
T-34.30
PRestaurant
LExpenses outQ
SExpenses outQ
$-24.30
S[Robert Cash]
EFrom Ian Jones
$-10.00
^
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Re: Importing Multiple Accounts from Microsoft Money

Post by Renato »

As you have already noticed, the import of such data is not possible because the transfer bookings cannot be split in MMEX.
There are some discussions about this on Github:
https://github.com/moneymanagerex/money ... ssues/1396
https://github.com/moneymanagerex/money ... ssues/6218
https://github.com/moneymanagerex/money ... ssues/2616

a solution is planned with version 2.0, see: https://github.com/moneymanagerex/money ... one%3Av2.0

I know you want the solution now, but unfortunately that's not possible.
If there are not many such entries, you could try splitting the entries in Microsoft Money.
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Re: Importing Multiple Accounts from Microsoft Money

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Do you have an idea when version 2 will be ready?

In the meantime, did you see the other part of my query? I guess I should have posted it separately, but it is about importing an "ordinary" transfer, when I import the two accounts I get duplicate transactions. Is there a way to import multiple accounts from Money when there are transfers between the accounts?

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Rob
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Re: Importing Multiple Accounts from Microsoft Money

Post by Renato »

Do you have an idea when version 2 will be ready?
https://github.com/moneymanagerex/money ... milestones
In the meantime, did you see the other part of my query? I guess I should have posted it separately, but it is about importing an "ordinary" transfer, when I import the two accounts I get duplicate transactions. Is there a way to import multiple accounts from Money when there are transfers between the accounts?
I once read something somewhere:
https://github.com/moneymanagerex/money ... 3Aopen+qif
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Re: Importing Multiple Accounts from Microsoft Money

Post by rjarratt »

Ah I didn't spot the milestones page, thank you. Unfortunately, it doesn't give a date for when the milestone might be done, so I think my question about when you think it might be ready still stands. I am not asking for a specific date, or any kind of commitment, just a feeling for how long it might be. I am guessing it is a long way off though, given that there are three more milestones that precede it, which already takes us to September. I see the feature I am interested in has been requested since 2018, so I am not sure how much this feature is considered a priority anyway.

On the second part of my query about duplication of transfers I found https://github.com/moneymanagerex/money ... ssues/2610 issue. Is that what you are referring to? I am going to add a comment to that because I think there could be a problem with the solution suggested in the issue.

I am trying to get to the point where I can build MMEX myself at home to see if I can contribute to resolving any of these issues.
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Re: Importing Multiple Accounts from Microsoft Money

Post by rjarratt »

I forgot to add my comment to the issue about duplication of transfers, but I have added it now.
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