Getting Jumsoft’s Money working with my ING-DiBa CSV exports

On the last monday I’ve just seen a very attractive offer for Jumsoft’s Money on the MUPromo newsletter and as my stomach was bigger than my eyes, I immediately bought it. I’ve tested out Money back in 2006 and loved it then ago and now, that it also has an iPhone client, it would have been just perfectly for my needs. I already had a finance management software for my Macs named Squirrel, which also had an iPhone client. I bought it when it has just been released, somewhen in 2008, at a special “early-bird” price – unfortunately, I didn’t experience much enhancements for the software in the past few months. I know, to never touch a running system or replace a software that does just what it should, but I was kinda missing some features I’ve seen in Money meanwhile.

However, after I bought Money, I exported my whole transaction info from my ING-DiBa account as CSV (since they do not provide me anything else) and tried to import it into Money – and it failed. I was using the latest version (3.4.4 v1938) and had quite a few problems with the CSV import. First of all, the columns haven’t been recognized automatically. Also, I didn’t really knew how to import the transaction-value, since I only had one column containing a positive (income) or a negative (outgoing) number, where Money expected “Withdrawal” and “Deposit”. Also, Money seemed to have problems with the punctuation of the numbers, what cause 1000€ to become 100€. And in general, the software didn’t work well with the CSV my bank provided me. I had to manually cut out the first few lines (which were just some additional information but not party of the transactions) and stuff line that. I was wondering, why this is so, since Squirrel automatically recognized the CSV and imported it just perfectly into my virtual account.

I wrote an e-mail to Jumsoft and explained the problems I have with my freshly purchased Money and of course asked for help. After some more mailing, I got a patched version of Money one day later. I tried it out and: Bam! It worked! The CSV imports work just as they should now, even if there’s still no automatic column recognition. Still, I’m very happy that Jumsoft helped my out that fast and in such an uncomplicated way – I’m not used to this from Apple-related companies anymore.

After I had all my data imported into Money and got everything categorized, synced the info up to my iPhone, what also worked out as smooth as I’d expect it.

The one thing I did not check yet are the possibilities to sync Money over two different Macs. I’m sure it’s possible by using the Dropbox-way, although I would not like to upload such sensitive information to my Dropbox. Maybe it’s possible to sync via W-LAN, dunno.

It seems to be possible to sync different Macs via MobileMe! Hurray! I’ll test it out and give some feedback as soon as possible.