Importing CSV Files

The CSV (comma separated values) format is essentially a table of rows and columns, like a spreadsheet. It is very versatile and not specifically designed to contain financial information.

As such there is no standard way for a bank to store data in such a file. There is no standard order for the columns in a CSV file or names for those columns.

As a result of this the import process for CSV files is much more involved that any other standard format.

For this reason, we recommend using either OFX, QFX, OFC or QIF files for importing your data whenever possible. OFX and QFX files are the best format, with QIF files being the second best and CSV files being a distant third.

Importing CSV Files -

Navigate to File --> Import, then select the file CSV you'd like to import.

You can then choose the import settings.

Specify the account you'd like to import data into.

Fields Delimiter is the character that's used in your CSV file to separate the fields. Comma is quite common and so is tab, but if you're using something different you can specify that as well. If you're unsure, select comma.

You may also need to change the date format to the format used within the file.

Then specify either a period '.' or comma ',' as the decimal used in the file and click Next.

importCSV1.png

The next window displays a list of fields. Each of these fields represents a column in the CSV file.
E.g. "Field 1" is the first, left most column in the file. "Field 2" is column 2, to the right of the first column, and so on..."

You need to select the Moneydance transaction field that corresponds with the column in the CSV file.

To do this we suggest opening your CSV file in a spreadsheet program to see which column is which, and use that as a reference to match the different field values to the corresponding columns in the CSV file.

Use the "More Fields" and "Fewer Fields" buttons to adjust the number of fields to import, corresponding to the number of columns in your CSV file.
You should remove any unnecessary fields, rather than assigning as 'Ignore'.

Click "Finish" to import the file.

import_CSV2.png

CSV Importing Problems -

If data has imported, but the information displayed is incorrect (e.g. dates are wrong) then it's possible the wrong settings were selected during the import process.
You can create a new dummy account by selecting Account --> New Account. Using this new account will allow you to test the import settings, until you find the correct settings to use. When you're done, you can delete the 'Test' account without effecting your other accounts or balances.
You can then proceed to import your data into the correct account, using the correct settings.

If you're unsure which import settings to use, you can contact the support team by emailing support@infinitekind.com, or by creating a discussion on the forum.

You may also wish to try importing your data using the 'Text File Importer' extension. You can refer to the 'Extensions' section for more information.