whedocu.blogg.se - Money manager ex split transactions

This approach yielded much better results than the native. qif format, then imported the QIF file into Skrooge. Īs a variation, I exported my full HomeBank file in.

In the original HomeBank file, the $89.75 payment above was split between three categories: Bills:On-line/Internet Service Postal Hobbies/Leisure:Online Subscriptions. xhb file import (including the non-preserved split transaction for $89.75): The screenshots below show the results of the. Approximately 10% of my transactions have split categories, so I was reluctant to edit that many entries manually. The major issue was that Split transactions were not preserved.

I consider this to be a minor annoyance.Īnother problem was that the Mode field only showed "Check" or "Other" (which lumps together Debit Card purchases and Deposits) a moderate amount of data cleanup would be needed to fix this. The data elements which were successfully imported include the Date (and Date format), Payees, Categories (except for the categories involved in Split transactions), Amount and the Comments.Ĭheck numbers transferred but for some unknown reason, they appear at the tail end of the Comment field rather than in the Number field. This will make it easier to compare Skrooge's handling of different file types. Note: I created a simple, standardized table to display the results of each import at a glance.

Then, from the File menu > select Import > Import.

Click on the " New" icon in the toolbar or,.

I hope it will save you time, keystrokes and fruitless experimentation. I will summarize my results below, in case you are considering trying this yourself. I wanted to learn if bank downloads would streamline data entry. Later, I experimented with downloading recent transactions from my online banking website in QFX and CSV format, then importing them into Skrooge. Each of those files contains approximately 75 transactions. As another part of the evaluation, I imported two small test files created with Grisbi (. gnucash) formats are supported, I imported my HomeBank and GnuCash data files - approximately 1600 transactions. A list of supported file formats is available at. One of Skrooge's strengths is its impressive import / export capabilities. (I do my bookkeeping redundantly with GnuCash, HomeBank as well as a LibreOffice Calc checkbook template). After getting started with the program by manually entering two months' worth of my most recent transactions, I became more adventurous and tried importing all of my checkbook data - from June 2019 to the present - into Skrooge. In my previous article, I offered some tips for using Skrooge more efficiently. Skrooge, Revisited, Part 2: Importing Other File Formats