Mass Import from MS Money User

David Carlson david.carlson.417 at gmail.com
Mon Jan 22 16:25:26 EST 2018


Jon,

You do not mention what file type you are using for your imports.  If you
are using QIF the importer will try to match incoming transactions to
existing transactions with the limitation that it will not match to other
transactions in the same import file.
This is why it is better to import one account at a time.

It is important to monitor the matching as it can easily mix up
transactions with the same value, for example.

Also, many users find that GnuCash data files with several years data get
rather unweildy, so you may want to just import last year or two.

Good luck.

David C

On Jan 22, 2018 2:10 PM, "Jon" <jwmcvety at gmail.com> wrote:

> As far as I can tell, the categories are created as accounts within
> GnuCash,
> so when starting with a blank file, if I were to import my checking account
> from Money, in addition to the checking account being created within my
> assets folder, all the categories are created as accounts, so I'll get a
> 'natural gas' account, or 'Amex card' account.  The problem is when I then
> import the 'Amex card' account from Money, it will double up the
> transactions in the checking account where the two have interacted.
>
> I had thought that perhaps the order in which I imported the accounts would
> matter but perhaps they don't.
>
>
> Kenneth Schneider wrote
> > I meant to say import categories (accounts) without any data just to
> > create your COA
> >
> > Ken Schneider
> >
> >> On Jan 22, 2018, at 2:35 PM, Kenneth Schneider <
>
> > kschneider@
>
> > > wrote:
> >>
> >> Does MS Money allow for the export of all of the categories as does
> >> Quicken with any data export? If so you could import that file first to
> >> set up your COA. Then when importing your data all accounts will be
> setup
> >> for you and reduce the number errors.
> >>
> >> Ken Schneider
> >>
> >>> On Jan 22, 2018, at 2:00 PM, Jon <
>
> > jwmcvety@
>
> > > wrote:
> >>>
> >>> Hello everyone,
> >>>
> >>> I have read the FAQ for importing accounts from MS Money.
> >>>
> >>> I have about 20 years worth of transactions.  Since I'm pulling over
> >>> this
> >>> data one account at a time, is there a method that would improve the
> >>> odds of
> >>> keeping accurate balances and minimizing duplicate transactions?
> >>>
> >>> Should I start with the largest account with the most transactions
> >>> (checking), or start with some smaller accounts with fewer transactions
> >>> (credit cards, etc.)?
> >>>
> >>> Or will it make no difference and doing it either way will net the same
> >>> result?
> >>>
> >>>
> >>>
> >>> --
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