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Importing CSV file into Investing Account

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Joseph Avellar

28 Jan, 2019 03:14 PM

I am using MD 2019 and trying to import a CSV file from a brokerage account into my MD investing account. The Moneydance transaction fields that pop up when I try import the file are more appropriate for the MD bank and credit card registers (Date, Check#, Description, Debit Amount, Credit Amount, Balance) not for MD investing account register (Date, Action, Check #,Description, Memo, Security, Category, Shares, Price, Amount, Fees, Cash Balance). Where are the transaction fields that correspond to the MD investing register?

1. 1 Posted by dwg on 28 Jan, 2019 09:08 PM

   

   I'm a fellow user.

   That is because the Text File importer and the CSV importer do not work with Investment accounts. Investment accounts do not have a fixed table structure, the structure of the record depends on the action, and those actions are pre-defined.

   Mike Bray has written a importer for CSV files that will work with some transactions you can find it at:

   https://bitbucket.org/mikerb/moneydance-2015/wiki/Home

   and

   https://bitbucket.org/mikerb/moneydance-2019/wiki/Home

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2. System closed this discussion on 29 Apr, 2019 09:10 PM.