CSV files and downloading Currency Rates

R. Mark Biech's Avatar

R. Mark Biech

15 Aug, 2009 08:20 PM

Hello ... Just downloaded your product .. purchased it and am not entering data. I was on Quicken for 15 years, then to iBank, and will now try MoneyDance .. two quick questions:

  1. How do I import a CSV file to an account
  2. How do I download currency rates into the software (can't find that anywhere)
  3. Are there any plans for "smart accounts" in the works? To be able to create a "smart register" pulling transactions given selected criteria?

Thanks very much ...

Mark Biech
President, HFTN - Romania

  1. 1 Posted by Ben Spencer on 18 Aug, 2009 02:53 PM

    Ben Spencer's Avatar

    Hi Mark

    1) You can import a csv file by installing the free extension called "Text File Importer" Select Add form the extensions and follow the wizard. However if you can get your transaction data in a qif file you can import it directly by selecting file import.

    2) You cannot manually download currency rates into the software however there is a free extension that will automatically download current and historical currency rates from finance.yahoo.com. The extensions you need for this is called the "Yahoo! Exchange rate retriever" You may also want to install the "Stock/FOREX quote auto synchroniser" which will run the other extension at regular user defined intervals.

    3) I am not familiar with smart accounts. Could you provide a link to further information this topic.


    Ben Spencer

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