#54 ✓fixed
Randy Becker

Import Transfers Properly

Reported by Randy Becker | August 16th, 2009 @ 10:02 PM | in v1.6.9 (closed)

In Quicken, transfers between accounts are created by assigning a category with the account name in square brackets, i.e. "[Savings]." After importing into moneyGuru, however, transfer transactions are improperly turned into Income or Expense Accounts, instead of being properly noted as transfers between Asset or Liability accounts.

Comments and changes to this ticket

  • Virgil Dupras

    Virgil Dupras August 17th, 2009 @ 08:53 AM

    • Tag changed from import, quicken, suggestion to bug, import, quicken

    The QIF file is supposed to have a section at the beginning of the file describing the type of each account to come. This is what moneyGuru uses to know what type of account "[Savings]" is.

    If moneyGuru can't properly do that, it would be a bug. Maybe it has something to do with the brackety name. If it was possible to have a sample QIF file (I don't have Quicken, the only time I had it was with Tiger, when it was bundled with OS X), it would be great.

  • Randy Becker

    Randy Becker August 17th, 2009 @ 05:35 PM

    Here's a sample transfer of $5 from Savings to Checking. After importing it into a new moneyGuru file, there are two transactions instead of one.

  • Virgil Dupras

    Virgil Dupras December 19th, 2009 @ 03:55 PM

    • Milestone set to v1.6.9
  • Virgil Dupras

    Virgil Dupras December 21st, 2009 @ 10:21 AM

    • Assigned user set to “Virgil Dupras”
  • Virgil Dupras

    Virgil Dupras December 21st, 2009 @ 10:31 AM

    • State changed from “new” to “accepted”

    Oh, yes, I see. Even though the "Account" section in the QIF list those accounts without brackets, the transfer entries put brackets around the account name in the L section.

  • Virgil Dupras

    Virgil Dupras December 21st, 2009 @ 12:16 PM

    • State changed from “accepted” to “fixed”

    (from [359]) [#54 state:fixed] Fixed imports for QIF transfers. moneyGuru previously duplicated transactions as well as accounts.

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