How can I import a CSV file?

The CSV format is essentially a flat table of rows and columns. It is very versatile and it is not specifically designed to contain financial information. As such there is no standard way a bank would store data in such a file. Which is to say 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.

The 'Text File Importer' extension allows you to specify which columns in a CSV file should correspond to which fields in a Moneydance transaction.

You can find instructions for installing and using the Text File Importer extension to import a CSV file in this knowledge base article.