File formats

Ted's Avatar

Ted

15 Mar, 2019 03:51 PM

Two of the banks where I have accounts do not support Direct Connection and provide downloads of account info in .csv format only - not QIF, OFX, OFC or QFX files.

Is there anyway to import the .csv files into Moneydance?

Thanks,
Ted

  1. 1 Posted by -Kevin N. on 15 Mar, 2019 03:59 PM

    -Kevin N.'s Avatar

    Hi Ted,

    There is a built-in importer in Moneydance that can import CSV files. Access it via the MD menu bar > File > Import...

    The Text Import extension can import 'formatted' CSV files. MD menu bar > Extensions > Text Importer. (If necessary, install the Text Import extension via Manage Extensions).

    Lastly, there is a free, third-party CSV Importer designed specifically for Moneydance.

    Here is a link to the developer's website. There is a 'How to use it' link at the bottom of the page.
    https://github.com/stant/mdcsvimporter2015/releases

    The importer works with MD 2015 and up.

    If you need help with it let me know and I'll try to lend a hand.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by ted on 15 Mar, 2019 05:22 PM

    ted's Avatar

    Hi, Kevin,

     

    Thanks for your quickly reply to my question. Your second suggestion seemed to be the answer I needed. I installed the Text Import extension, downloaded the csv file and presto, MD was able to import it.

     

    Thanks again,

    Ted

  3. 3 Posted by -Kevin N. on 15 Mar, 2019 11:35 PM

    -Kevin N.'s Avatar

    Hi Ted,

    You're welcome. I'm glad to hear that you were able to get your CSV imported.

    Thank you for reporting back with your results.

    -Kevin N. (not a member of MD support)

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