[moneydance] Data importing: PayCycle.com + in general

[Katahdin]

It probably would be helpful to others to post this thread on the help
forum:
http://getsatisfaction.com/theinfinitekind/products/theinfinitekind_moneydance

On Fri, Jan 9, 2009 at 8:24 AM, Kevin & Kirsten <kmenningen at tds.net> wrote:

> Dave,
>
> I too imported a lot of data and had to edit the XML to get the account
> types correct. I have data back to '96 from a mixture of Money and Quicken
> files.
>
> I recently released the Beta 1 of a Find and Replace plugin that might help
> you "groom" your data after the import. I had lots of duplicate categories
> that had slight naming changes, etc. I also had some marker text in the
> Memo
> fields that I wanted to systematically perform actions upon. While the
> batch
> update is nice, it still had limitations on finding the right transactions
> to update (selecting individual transactions can be arduous). Finally, I
> wanted to expand the use of tags. So I wrote this plugin:
> http://www.mennesoft.com/moneydance/index.html
>
> I hope you find it useful.
>
> >(where do I report?)
> This list and the moneydance-dev list are both monitored.
>
> > either MS Money (ofx) or Quicken (qfx)...Is either one of these
> preferred?
> Not really to my knowledge, they are both XML with a slight schema
> differences.
>
> > PayCycle.com ... How about anyone on this list?
> I cannot help you with that.
>
> --Kevin
>
> -----Original Message-----
> From: moneydance-info-bounces at moneydance.com
> [mailto:moneydance-info-bounces at moneydance.com] On Behalf Of David
> Wieringa
> Sent: Thursday, January 08, 2009 10:11 PM
> To: moneydance-info at moneydance.com
> Subject: [moneydance] Data importing: PayCycle.com + in general
>
> Greetings,
>
> I made the switch to MoneyDance 2008 last week from MS Money 2002.  I
> wouldn't be suprised if I set a record for the amount of data imported. ;^)
> Data back to 1995, lots of accounts, etc.  Overall, I was impressed by how
> well the import went.  I discovered one bug (where do I report?) and a few
> oddities with my investment accounts (I'm not sure I ever set them up right
> in MS Money), but with some time I got it all cleaned up...batch updates is
> a nice feature.  I was a little disappointed to see I needed to alter an
> xml
> file to adjust the types of the imported accounts...this wasn't a problem
> for me, but could be a hurdle for non-programmers.  On the flip side, I was
> glad to see I could access all data in xml if I wanted.  Wouldn't it be
> relatively simple to throw up a dialog during the import when a new account
> is discovered and query the user what type of account it is?
>
> My main question to get up and running is... Most institutions that allow
> transaction downloads (e.g. banks) support either MS Money (ofx) or Quicken
> (qfx).  Is either one of these preferred?
>
> In particular, I had some trouble with downloads from PayCycle.com (payroll
> service for my business).  I had/have PayCycle setup for MS Money 2002.
> During a web search, I noticed there are people talking about using
> MoneyDance and PayCycle.com together.  How about anyone on this list?  Any
> suggestions?
>
> Thanks,
> Dave
>
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