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Big MoneyDance Mess! - Printable Version

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Re: Big MoneyDance Mess! - graylocks - 03-30-2012

GGD wrote:
One tip I recall reading, not sure if it was for MoneyDance, but in general it makes sense, to improve importing of large data sets, is to do two exports and two imports. First just export the accounts with no transactions, and import that so that they will all exist before transactions are imported.

Then do the full import of everything.
.

the MD process seems to involve those steps. first you import the file Accounts only and after verifying that all the accounts you expect to see exist, you import again this time with transactions.

come to think of it, when i tested MD in the first place - and had no glaring problems like this - i did not do this two step process. it's a mac program, why read the manual? but, what if there's some glitch that using import w/o transactions brings in those transactions anyway. hmmm. think i'll try a one step import later on today.


Re: Big MoneyDance Mess! - ADent - 03-30-2012

My importing of Quicken data to MoneyDance was pretty good. I have data back to 1985 (migrated from Dollars and Cents on my Apple //c).

I got duplicated transactions involving investments. I think transfers got listed as a buy and a sell and then a xfer too.

On mine the duplicates were easy to filter out as there were not cleared. There is a button at the top of the register to show all, uncleared, and cleared. For me select uncleared and delete those.

I also had other problems, but they were mostly Quicken quirks. Like Quicken allows transactions from the same account (really how does this work?) - MD does not. Also I had a couple of corrupt transactions in Quicken that MD didn't know what to do with. I went back to Quicken and there was half a transaction (I deleted or fixed those in Quicken).


Re: Big MoneyDance Mess! - Fritz - 03-31-2012

You may leanr from my experience. I hope so.
I'm quite happy with MD now.

http://help.infinitekind.com/discussions/switching-from-quicken/626-import-from-quicken-07-qif