In process of transitioning from Quicken Essentials to Accounted, importing into Accounted did not properly book the "transfers" from one bank account to another. I learned that I can export the 4700 plus transactions affected into a text file, then open into a spread sheet for mass correction. After which I export from the Numbers program into a CSV, then import the corrected transactions back into Accounted. This import is done only after deleting the account that holds the bad data, so the corrected data replaces it. The only draw back to this solution is the Accounted export currently does not export the MEMO field, thus we loose vital information. Would be great to have Accounted export the memo field also, giving flexibility to use.
7 comments
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Oranged Support Exporting will include the memo/notes field will be included in 3.0.2. Thanks!
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Andy Homan This feature is very important to us too. Our accountant has requested an xl or csv file of our account logs (complete with memo/notes field) and we're currently unable to provide him with this info. Can you provide any indication as to when 3.0.2 will be released? Alternatively have you an alpha or beta release we could possibly test for you just to get us out of this situation?
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Andy Homan Hello? Any word on this at all?
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Oranged Support We're finishing up a few more features for 3.0.2 and expect to release it within a month or so. This feature will be included in that release.
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Andy Homan Any possibility of a release date. We're really waiting on this feature.
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Oranged Support The memo field is included in exports and we're actually in the process of releasing this version. We expect it to be available very early next week on our site, and within a week or two (pending Apple's approval) for App Store customers.
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Andy Homan Fantastic! Thank you.