csv field names
I am trying to import a csv file and I am having a problem naming the fields. Fields I need to name are Security, number of shares, price, dividend/interest.
In the file is the line
"Date","Action","Symbol","Description","Quantity","Price","Fees & Comm","Amount"
Does this tell the csv importer what the fields are?
Thank you,
Vince Radice
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1 Posted by dwg on 19 Sep, 2023 01:17 PM
Moneydance does not support importing CSV files into Investment accounts.
If there is enough data and it meets the requirements like compatible action names, which is a rarity for CSV files, then you can use a converter, often a plug in for a spreadsheet program to convert the file into a QIF file which can be imported.
Also another Moneydance user Mike Bray has create an importer that can bring in limited data into investment accounts from a CSV file
https://bitbucket.org/mikerb/moneydance-2015/wiki/Security%20Transa...
System closed this discussion on 19 Dec, 2023 01:20 PM.