Importing an Excel file into Money
I do my banking with Smith Barney. Although I could download directly into Money (or Quicken) there is a monthly charge to do this. I don't want to use Money or Quicken to pay my bills, simply to organize my finances better. I am able to download my account data into Excel. Is there anyway I can import from Excel into Money? I tried doing this using the import feature, but nothing happened when I selected the Excel file and clicked import (no error messages or anything).
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In microsoft.public.money, Cruzin wrote: >I do my banking with Smith Barney. Although I could >download directly into Money (or Quicken) there is a >monthly charge to do this. I don't want to use Money or >Quicken to pay my bills, simply to organize my finances >better. > >I am able to download my account data into Excel. Is >there anyway I can import from Excel into Money? I tried >doing this using the import feature, but nothing happened >when I selected the Excel file and clicked import (no >error messages or anything). See FAQ available at http://www.bollar.org/msmoney/ and search for excel.
via_newsgroupI also needed this feature, I have found a way and it works great...at least for me. I copy the data from my web site and paste it into excel. I have written a macro which will take the data and convert it to qif format. I then copy the data from excel and paste it in notepad and save it as a .qif I then simple import the file into money and I have the entire years records for my 401k. I also do this for a credit card which charges for the download but the data is free on the web. You can write your own macro if you study the qif format. It follows a banking standard for transaction formatting. I arrange my pasted data in columns, then have my vbmacro copy/format/and paste the data on sheet2 of the workbook. the output will look something like this. !Type:Invst D12/26'2003 YCore Bond Fund MBasic Before-Tax T17.26 I11.2 NBuy Q1.541 ^ D12/26'2003 YCore Bond Fund MEmployer Match T4.32 I11.2 NBuy Q0.386 ^ For me it was worth the time needed to write the macro, I now can Copy a years worth of data, convert it,import it, and have it available in minutes. It took about three days for me to find the info, make the connection (which I am telling you about) and write the macro. I'm sure there are some programmers out there that could really write some nice macros for this. I am not a programmer but was able to do it. I also believe they should include this function with money somehow Hope this helps If you want more information, post back here, I will check back >-----Original Message----- >I do my banking with Smith Barney. Although I could >download directly into Money (or Quicken) there is a >monthly charge to do this. I don't want to use Money or >Quicken to pay my bills, simply to organize my finances >better. > >I am able to download my account data into Excel. Is >there anyway I can import from Excel into Money? I tried >doing this using the import feature, but nothing happened >when I selected the Excel file and clicked import (no >error messages or anything). >. >
Something else I thought of after reading a few post. After you perform the above on an investment account, Money will use your purchase as a price for tracking. You can then look back at the performance. This is very important to me since my 401k does not have a tracker symbol. Also if you get your qif ready and you import it use the "as a new or recovered accout" There is more information in the help files about this. >-----Original Message----- >I do my banking with Smith Barney. Although I could >download directly into Money (or Quicken) there is a >monthly charge to do this. I don't want to use Money or >Quicken to pay my bills, simply to organize my finances >better. > >I am able to download my account data into Excel. Is >there anyway I can import from Excel into Money? I tried >doing this using the import feature, but nothing happened >when I selected the Excel file and clicked import (no >error messages or anything). >. >
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I posted on outlook general and didn't get a response. so I looked here and there was no clue as to what is happening. I am using outlook 2007 on the desktop. now any mail coming in from facebook is going to junk email. also my zdnet newsletter is going there also. I have added their domain to the safe list but they are still going to junk. this probably started the other day when I got outlook 2003 going on my laptop so I could see my emails when I am away from home. I did lower the category for junk mail one item but that didn't help either. don't know what...
how can i import worksheets from multiple workbooks
Hi, I have a bunch of workbooks that all used the same template and were filled out for each week of the year. They all have a "totals" sheet the collects all the important data within. What i want to do is create a macro that imports that totals page, or a section of it from a bunch of these different workbooks, say all the ones in january or maybe the entire years worth so i can do some more analysis. my VBA skills are terrible but i am learning slowly. Any help would be appreciated. Hi David You can start here http://www.rondebruin.nl/copy3.htm -- Regards Ron de Bruin h...
Excel 2007 Vista
When I try to opne Excel 2007 in Vista, the application appears with the lower status bar on top and greyed out, and complete blue in the middle - no spread sheet. I have to close using ALT-F4, try re-opening and it comes up that way again - then sometimes it opens up normally. Any ideas? -- Regards, Sean Liming Yes, same problem here. I thought I had tracked it down to Kaspersky Internet Security v6. Turning that off and immediately re-opening the file has worked for the last week but then it happened again last night and turning off Kaspersky had no effect. After retrying about ...