Import not working?

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Import not working?

Postby CharlesLewis » Sat Oct 18, 2008 4:29 pm

I am testing MyMoney as a replacement for Quicken for Mac. I tried to import my data from a QIF file and everything looks good until I try to click on the "Accept" button, which is grayed out. The data looks like it is there but I can't take that final step.

What am I doing wrong?


Charles Lewis
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Re: Import not working?

Postby mthadm » Sat Oct 18, 2008 4:37 pm

There are 2 possible explanations:

1)
You need to "Match" accounts first. The first time you import we don't know how imported account related to an internal account.

Once you match the accounts, or establish the link between the two, My Money will remember that for subsequent imports

2)
There is more than one account in the imported file. In this case you need to press ">>" to transition to the next imported account and match it if it isn't automatically matched.

Once all accounts in the imported file are matched to internal accounts then "Accept" button will become available you your data will be entered into database

Thanks
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Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
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Re: Import not working?

Postby CharlesLewis » Sat Oct 18, 2008 10:05 pm

If I understand your answer correctly, I need to set up empty accounts first before I do the import -- one for each account I am going to import?

Thanks,

Charles
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Re: Import not working?

Postby mthadm » Sun Oct 19, 2008 8:53 am

Correct
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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