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Support Staff 1 Posted by Maddy on 24 Feb, 2026 11:21 AM
Hi Terry,
Thank you for contacting Moneydance support.
Which bank are you downloading your csv files from?
Is this the only format available?
Generally we recommend using the OFX, QFX or the QIF file format, if they are available from your bank's website.
Although CSV files can be imported, unfortunately the import process is a little more involved. CSV files were not designed to transfer data to personal finance programs, so there is no standard format or layout for these files.
If CSV is the only format available, you'll be able to import the file to Moneydance using File --> Import. During the import process, you'll assign the columns in your CSV file to fields within the Moneydance account register.
Once we've determined the import settings you need, they should not change.
For further details about using this service, please refer to this article of the Knowledge Base.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
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Maddy, Infinite Kind Support