forum.mthbuilt.com

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

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

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

Correct