Expense IQ Data Transfer

Notice: This page is obsolete and will no longer be updated.

If you cannot find the answer to your question here, do check out the new and updated Expense IQ FAQ!

 


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This FAQ focuses on data related questions for Expense IQ.

Data Import from EZ Money Manager
Photo Import from EZ Money Manager
Cloud Sync
CSV Format
QIF Import

For other Expense IQ related questions, refer to this section.

Data importing from EZ Money Manager (only English is supported) is available under Database Tools > Import from EasyMoney in Expense IQ. To transfer your photos, please refer to the last section.

Device with EZ Money Manager installed.
A. Expense IQ first installation
1. Install Expense IQ.
2. Launch the app, prompt to restore data from EZ Money Manager will appear.
3. The default backup file selected is of the most recently created one. You can select another backup file if you wish to.
4. Tap on Import.
5. Wait for import successful message.

B. Existing user of Expense IQ
1. Launch Expense IQ and select ‘Database Tools’.
2. Select ‘Import from EasyMoney’ under IMPORT DATA.
3. The default backup file selected is of the most recently created one. You can select another backup file if you wish to.
4. Tap on Import.
5. Tap on Yes to confirm that existing data will be replaced by data from the selected backup file.
6. Wait for import successful message.

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The following methods below require use of a file manager app.

Device without EZ Money Manager installed.
1. Install Expense IQ.
2a. If device has no external storage, copy the entire EasyMoney folder in the internal storage to a PC or other location outside the device.
2b. If device has external storage, check that the EasyMoney folder is stored in there under /storage/sdcard0/EasyMoney.
3a. Paste copied EasyMoney folder from PC or other location ouside the device into your new device’s internal storage.
3b. Insert SD card containing EasyMoney folder into new device.
4. Launch the app, prompt to restore data from EZ Money Manager will appear. If no prompt appears, refer to step 4.1.

4.1. Launch file manager app, copy EasyMoney folder from external SD storage to internal storage. Then retry step 4.

5. The default backup file selected is of the most recently created one. You can select another backup file if you wish to.
6. Tap on Import.
7. Wait for import successful message.

Porting photos from EZ Money Manager to Expense IQ.

1. Copy photos folder in /storage/sdcard0/EasyMoney.
2. Paste copied folder into /storage/sdcard0/ExpenseIQ.
3. Allow overwrite.
4. Photos of transactions and bills will now be visible in Expense IQ.
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Cloud Sync

Cloud Sync is unlocked when you upgrade to Gold Edition. This upgrade is tied to the Google account used. If both devices are using the same Google account, only one upgrade is needed.

The main device is recommended to enable Cloud Sync first. The first data sync is automated upon log in. Afterwards, make sure the second device logs in to the same Dropbox account. You can then choose to restore data via ‘Restore From Cloud’.

So long as both devices sign in to the same Dropbox account and the storage limit is not exceeded, your data will remain synchronized. Note that the first device to enable sync will be the Master device and is solely responsible for creating repeating transactions and bill reminders.

Should you encounter a ‘Database Creation Failed’ message, read here for more assistance.
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CSV Format

Cash Account CSV 2Legend for STATUS

C = Cleared
R = Reconciled
U = Uncleared
V = Void

 

To import a CSV file into Expense IQ, make sure the data are formatted as above first. Failing to do so will results in an unsuccessful import. Then, save the CSV file into sdcard/ExpenseIQ/csv_input. This folder will be created upon installation of the app but if you do not see it, do create one.

Non-English CSV file is accepted, but make sure the top headers and the statuses are followed exactly as per the screenshot, and the date format must be in numerical format (2014-11-28) only. Each data must then be in the correct cell.

Launch Expense IQ and navigate to Database Tools. Tap on Import CSV and select the CSV file and account to import into. When completed, a message will indicates the number of records imported into the selected account.
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QIF Import

Things to take note:
1. Each QIF file to contains data of 1 account only. If you have 3 accounts, you must have three QIF files.
2. QIF file must be saved into file location sdcard/ExpenseIQ/qif_input.
2. Select the right start date, end date, and date format when importing

Launch Expense IQ and navigate to Database Tools. Tap on Import QIF and select an account to import into. Choose the QIF file and select the parameters accordingly. When completed, a message will indicates the number of records imported into the selected account.

For QIF exporting, make sure to choose the correct date format for example MM/DD/YYYY for the program you wish to import into.

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Should you require any further assistance, email us with ‘Expense IQ Data Transfers’ or ‘Cloud Sync Assistance’ as subject title to www.expense-iq.com/contact.

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