This page contains technical information for people who like to "tinker." The topics discussed on this page are:
Greg Heidt, a user of QMate and Microsoft Money created a catlist.qif file from the standard categories shipped with Microsoft Money 99. You can download it here. Many thanks to Greg for simplifying this process for MSMoney users and for allowing me to post this file on my web site.
This note is intended for users of Microsoft Money or others who need to create a category import file by hand. The file format used by Quicken for this information is not very complex. Quicken exports categories to a file that looks something like this:
!Type:Cat NAuto DAutomobile Expense ^ NAuto:Fuel D B0.00 B0.00 B0.00 B0.00 B0.00 B0.00 B0.00 B0.00 B-40.00 B0.00 B0.00 B0.00 ^ NBank Charges D ^ NBonus D I T R7360 ^
Each line begins with a special character that determines how Quicken and QSync interpret it. For our purposes, only the lines that QSync uses are of interest. They are:
The first line of the file ("!Type:Cat") and all other category entry lines ('D', 'B', 'T', 'R', etc.) are ingored by QSync. The category file shown above is identical to the following one in the eyes of QSync:
!Type:Cat NAuto ^ NAuto:Fuel ^ NBank Charges D ^ NBonus I ^
If you want to bypass the QSetup app and manually set up QSync to run by editing your Windows registry yourself then you will need to enter the registry information shown below using RegEdit. IMPORTANT: HotSync 1.1 and 2.0 both look for ApplicationX keys sequentially starting at Application0. If you already have any ApplicationX keys entered in your Windows registry then you should select the next one in sequence (don't leave any gaps). The data shown below was exported from RegEdit and can be readily imported. To do so, put the text between the horizontal lines in a text file and import it with RegEdit, but make sure that the Application0 key setting will not overwrite an existing Application0 key you might already have (this is one of the things QSetup does for you automatically). The only keys you should manually modify are: OutputDirectory, InputDirectory, DateFormat, AppendFlag and SortCategories.
Registry settings for QSync/HotSync 2.0 and 3.0 compatibility:
[HKEY_CURRENT_USER\Software\U.S. Robotics\Pilot Desktop\ApplicationQMate] "Conduit"="qsync15.dll" "Creator"=dword:514d6174 "Remote0"="QMateAccountsDB" "Directory"="QMate" "File0"="QMateInfo.db" "Integrate"=dword:00000000 "Module"="not used" "Name"="QMate" "Priority"=dword:00000002 "OutputDirectory"="C:\\QMate\\Output\\" "InputDirectory"="C:\\QMate\\Input\\" "AppendFlag"=dword:00000000 "SingleQIFFile"=dword:00000001 "DateFormat"=dword:00000000 "DateDelim"=dword:0000002f "ClearedFlag"=dword:00000000 "AmountConversion"=dword:00000000 "CurrencyConversion"=dword:00000000
The registry settings for HotSync 1.1 compatibility are the same only the root key replaces "U.S. Robotics" with "Palm Computing".
If you do decide to edit the above keys and manually import them using RegEdit, make sure the input and output directories are valid and that the other settings are what you want. For DateFormat, 0 = MM/DD/YYYY, 1 = MM/DD/YY, 2 = DD/MM/YYYY and 3 = DD/MM/YY. An AppendFlag of 0 means to overwrite QIF files, 1 means to append new data to existing ones. SortCategories of 0 means don't sort, 1 means to sort before importing your CatList.qif file.
In addition to making the above changes to your registry, QSetup copies the QSync DLL to your Pilot Desktop directory.
Happy hacking!
Please send bug reports and feedback to: sdakin@qmate.com
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