tag:infinitekind.tenderapp.com,2009-01-14:/discussions/moneydance-development/6442-importing-csv-filesInfinite Kind: Discussion 2021-08-06T14:48:14Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/493249952021-08-05T15:18:25Z2021-08-05T15:18:25Zimporting csv files<div><p>Hi Martin,</p>
<p>We are sorry to hear about the problem you have encountered.</p>
<p>Which version and build of Moneydance are you using?<br>
To check, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.</p>
<p>Can you let me know which operating system you're running on your computer/s?</p>
<p>Have you tried following the steps outlined in <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/importing-csv-files">this article</a> of the Knowledge Base?<br>
Also, please could you confirm which bank do you download your data from?<br>
Is CSV the only format available?</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/493249952021-08-05T16:36:22Z2021-08-05T16:36:26Zimporting csv files<div><p>Hi,</p>
<p>Build is: 2021.1. (3069)</p>
<p>I am running Big Sur. 11.2.1</p>
<p>Unluckily my bank only offers CSV downloads like the one attached</p>
<p>Greetings<br>
martin</p>
<p>Martin Kühnl<br>
Hauptstraße 5<br>
3381 Gollilng an der Erlauf<br>
Austria</p></div>aontag:infinitekind.tenderapp.com,2009-01-14:Comment/493249952021-08-05T17:41:49Z2021-08-05T17:41:49Zimporting csv files<div><p>Hi Martin,</p>
<p>I was able to successfully import your bank's CSV file using Moneydance's CSV Importer extension. (Menu bar > Extensions > Manage Extensions > CSV Importer)</p>
<p>Take a look at the screenshot and let me know if it looks OK to you. (the Date format may be different than yours)</p>
<p>Give the CSV Importer a try. If you need help setting up the extension, let me know and I'll try to walk you through it.</p>
<p>I noticed in your bank's CSV file a BOM (Byte Order Mark) in front of the Date in the first row. This is likely the cause of the first row being ignored. I used the Date in the third column of the CSV file in my import.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/493249952021-08-06T13:34:44Z2021-08-06T13:34:47Zimporting csv files<div><p>Hi kevin,</p>
<p>Thank you for your answer; alas, there seems to be a problem with my version of the csv importer. I cannot set up the extension.<br>
greetings</p>
<p>martin<br>
Hauptstraße 5<br>
3381 Gollilng an der Erlauf<br>
Austria</p></div>aontag:infinitekind.tenderapp.com,2009-01-14:Comment/493249952021-08-06T14:12:14Z2021-08-06T14:12:14Zimporting csv files<div><p>Hi Martin,</p>
<p>I'll assume that you have the CSV Importer extension installed.</p>
<p>Download a CSV file from your bank to your 'Downloads' folder.</p>
<p>We'll need to start by creating a custom file reader designed to import the data from your bank. You will only need to do this once per bank.</p>
<p>From the Moneydance Menu bar, go to Extensions > Import File.</p>
<p>When the main screen of the CSV Importer opens, click the 'Maintain Custom File Readers' button.</p>
<p>In the resulting window, set up the custom reader per my screenshot.</p>
<p>For the 'Reader Name' you can, of course, name the reader whatever is informative to you. I chose 'Martins Bank'. Enter the desired name and click the 'Add' button. The name that you just entered should now be listed in the 'List of Readers' section.</p>
<p>Leave the 'Filename Matcher' field as is.<br>
Continue by making sure to enter the proper Date Format: dd.MM.yyyy<br>
Number of Header Lines: 0<br>
Number of Footer Lines: 0<br>
CSV Field Separator: ; (semi-colon)<br>
File Encoding: UTF-8<br>
Decimal Sign: , (comma)<br>
Set Fields 1 ~ 5 as indicated in the screenshot.</p>
<p>When you've completed setting up the custom reader, click 'Save' and 'Done'.</p>
<p>(Back at the main screen of the CSV Importer)</p>
<p>Make sure that the proper File Reader is selected (for when you have more than one Custom Reader)</p>
<p>You should then be able to click the 'Find Import File(s) for this Reader' button. ('Find Import File(s)...' looks for a CSV file in your 'Downloads' folder) If clicking that button does not populate the 'File' field then click the [...] button to navigate to your CSV file.</p>
<p>Make sure that the proper 'Import to Account' option is selected to import the file into.</p>
<p>For the 'Import Transaction As' option, select the 'Regular' option. You can experiment with that and see which option serves you best. The 'Online' option seems to include a Category field.</p>
<p>Look things over, make sure everything is correct.</p>
<p>Click, the 'Preview Import' button.</p>
<p>A preview window will open. Provided there are no 'red' or 'yellow' flagged txns listed in the preview, you can go ahead and click the 'Process' button.</p>
<p>The first time that you run the CSV Importer, there may be some informational message that pops up. I forget exactly what it reads but you should look that over. You'll then receive a message indicating the number of imported items as well as other information relevant to the imported txn(s).</p>
<p>That should do it.</p>
<p>I realize that written out like this it looks to be a very complex means of importing your data but as you'll see, it's really not so bad once the custom reader is set up.</p>
<p>Let me know how it works out for you. OK?</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/493249952021-08-06T14:33:42Z2021-08-06T14:33:42Zimporting csv files<div><p>Hi,</p>
<p>I did everything like described and get a yellow „date“ when clicking on „preview“</p>
<p>Martin<br>
Martin Kühnl<br>
Hauptstraße 5<br>
3381 Gollilng an der Erlauf<br>
Austria</p></div>aontag:infinitekind.tenderapp.com,2009-01-14:Comment/493249952021-08-06T14:36:46Z2021-08-06T14:36:46Zimporting csv files<div><p>It works now, I changed the date format had the underlines instead of the points,</p>
<p>Thanks you very much!!!!!</p>
<p>Martin<br>
Martin Kühnl<br>
Hauptstraße 5<br>
3381 Gollilng an der Erlauf<br>
Austria</p></div>aontag:infinitekind.tenderapp.com,2009-01-14:Comment/493249952021-08-06T14:46:39Z2021-08-06T14:46:39Zimporting csv files<div><p>Hi Martin,</p>
<p>You're welcome.</p>
<p>I'm glad to hear that you were able to get things sorted.</p>
<p>Thank you for reporting back with your results.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.