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One click export from spreadsheets to MS Money RRS feed

  • Question

  • I have used MS Money for a long time now. It is great and useful software with lots of features.

    However, my main complaint about it is regarding the MS Money interface: IMHO, it is not the best way to enter the details of transactions for daily use.

    By contrast, spreadsheets provide a faster and simpler interface. It is much easier and quicker to enter data via MS Excel or Calc than via MS Money interface or similar applications.

    In addition, most banks and credit card issuers provide account statements in spreadsheet format. I usually download the transactions of my bank accounts and credit cards from the web of banks and financial institutions, in Excel format. I find it faster and more manageable to view these transactions in the spreadsheet. However, I want to have them synchronized in MS Money.

    Also for accounts with split transactions, I find it much easier to enter data via spreadsheets, than via MS Money interface.

    On the other hand, I do not want to give up all the benefits of MS Money, especially to manage on one site all accounts for assets, liabilities, income and expenses, and generate reports from them.

    For these reasons I created OneClickToQIF: a freeware and open source project: with OneClickToQIF is very quick and easy to move data from spreadsheets to MS Money or other bookkeeping application, using the former for insertion and some calculations, and the latter for all the functionality of a double-entry bookkeeping application.

    Github project:  https://github.com/OneClickToQif/OneClickToQif

    Email list / forum for the project is found here: https://groups.google.com/forum/#!forum/oneclicktoqif

    I created this software for my own use, but then I uploaded it as an open source project at GitHub because I hope it could be useful for many MS Money users. 

    Regards
    Wednesday, March 16, 2016 8:30 PM

All replies

  • Hi. Nice project. However, you know there are already apps to do that, do you?
    Friday, March 18, 2016 1:38 PM
  • Hi Roy:

    I know there are alternatives, e.g. MS Money documentation includes several ways to export from Excel to QIF:
    http://money.mvps.org/faq/article/27.aspx

    However I do not find practical neither of them, for two reasons:
    1. Each time you export a spreadsheet, these alternative methods require entering various data and make several clicks. For example, the macros at "xl2qif.chez-alice.fr" need for each export to select the columns to be exported (and which ones not to be), and click on them in the proper order. This is error-prone and takes time to make that choice. Other methods including pre-export to CSV format are even worse.

    2. In these alternative methods, there is no way to export spreadsheets with split transactions. Therefore, I can not export my payroll spreadsheet to QIF format, or other spreadsheets containing split transactions. With OneClickToQIF, this process is also carried out in a single click.

    Furthermore, OneClickToQIF is Open Source and released under the GNU GPL license, so you can view the code, modify it if you consider it necessary, and have the support of many other contributors that will improve the functionality and solve potential issues.

    Github project:  https://github.com/OneClickToQif/OneClickToQif

    Email list / forum for the project is found here: https://groups.google.com/forum/#!forum/oneclicktoqif

    Regards


    Monday, March 28, 2016 11:57 AM