Categories

Dan Bailey's Avatar

Dan Bailey

11 Oct, 2018 01:50 PM

likle 100's of U, have used microsoft money 2005 Qfe. and have/had records back to 2012
Could any one suggest why I cannot import the categories with the QIF files, which for me is one of the important,
any mods around?

Thanks

Dan

  1. 1 Posted by -Kevin N. on 11 Oct, 2018 02:08 PM

    -Kevin N.'s Avatar

    Hi Dan,

    Failure to import categories is usually due to not selecting 'From Another Program' as the 'File Source' on the 'Import QIF File' form.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by Dan Bailey on 11 Oct, 2018 10:14 PM

    Dan Bailey's Avatar

    Thanks very much, you have shifted my 75 yrold Brain to Overdrive. All
    works great now.
    What annoys me is the original money 2005 QFI is still working OK on my
    W10, since I 'sort of' recovered from being Hacked.
    I shall use Money dance from now on now I know how to import.

    Thanks
    Alot
    Dan

  3. 3 Posted by Dan Bailey on 11 Oct, 2018 10:25 PM

    Dan Bailey's Avatar

    Hi,
    one of your customers fixed it for me,
    So I will be staying with you

    Thanks
    Dan

  4. 4 Posted by -Kevin N. on 11 Oct, 2018 10:41 PM

    -Kevin N.'s Avatar

    Hi Dan,

    You're welcome. I'm glad to hear that it helped. Thank you for reporting back with your results.

    I continue to use the Sunset version of MS Money along side of Moneydance. Sort of as a checks and balances. I think that some of the reporting is stronger in MS Money so there's that too.

    If you are interested, there is a free program called Pocketsense that allows MS Money users to import transaction data via direct-connect (from those financial institutions that provide such servers). It also imports stock quotes.

    It's a little geeky, but the developer provides step-by-step instructions to set it up.

    If this is something that you might be interested in, here is a link to the developer's website.
    https://sites.google.com/site/pocketsense/home/msmoneyfixp1

    -Kevin N. (not a member of MD support)

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac