Data import
I have an excel spreadsheet which records receipts and payments for one of my bank accounts. Rather than re-keying all this data is there any way I can import the data as uncleared transactions? The last time I played with this ( a couple of years ago) it seemed that I could only import bank transactions to reconcile against items I had already input
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by dwg on 18 Nov, 2024 09:23 PM
Assuming the data is laid out in neat columns you should be able to save it as a CSV file and that should import as new transactions.
2 Posted by j.cattell on 26 Nov, 2024 12:48 PM
When I look at File Import .csv is not offered as file extension. So is there some other option for importing data?
Support Staff 3 Posted by Maddy on 26 Nov, 2024 02:02 PM
Hi,
Thank you for contacting Moneydance support.
If your version of Microsoft Excel allows it, you could try following the steps below:
Alternatively, you could try using Google Sheets:
Finally, you can refer to this article of the Knowledge Base about Importing CSV Files to Moneydance!
--
Maddy, Infinite Kind Support
4 Posted by j.cattell on 27 Nov, 2024 12:55 PM
Maddy
Thanks for that. I am about 90% of the way there
When I run the import all the fields go in the right place. There is, however, a blue dot at the end of the Description field and when I click on a line of data a box comes up asking me to confirm the data and then the blue dot goes white if I click on confirm. Also when I select account reconciliation every line is ticked as reconciled. Is there no way the data can be marked as unreconciled so thet it appears in the account as if I had entered a manual transaction
Support Staff 5 Posted by Maddy on 27 Nov, 2024 01:16 PM
Generally, after importing your data, you should go through the confirmation process, as outlined here.
To begin the confirmation process, you should select the first transaction in the register with a 'blue dot'. A panel will appear on the right of your screen which shows the 'Current Transaction' details. You should amend the category within this panel, then select 'Confirm'.
You'll see the solid blue dot change to a blue circle. Moneydance will then move to the next unconfirmed transaction in the register.
As you go through this process it will become quicker and easier. Moneydance will begin to recognize the information you have previously confirmed, and start to suggest the correct categories within 'Similar Payees' in the panel on the right.
The next time you download/import your data the correct categories will automatically be assigned, and this will improve as you confirm more transactions.
--
Maddy, Infinite Kind Support
6 Posted by j.cattell on 29 Nov, 2024 10:55 AM
Whilst playing around with this I have caused myself a problem
When I try to open a .csv file unrelated to Moneydance it opens Moneydance
with the file import window open
How do I get out of this?
Support Staff 7 Posted by Maddy on 29 Nov, 2024 11:41 AM
Locate the CSV File you don’t want to open with Moneydance:
Right-click the file and select Open with > Choose another app. In the list of apps, select the program you'd like to use to open CSV files (e.g., Excel, Notepad, etc.).
Check the box Always use this app to open .csv files. Click OK.
Your CSV files should now open with the chosen program instead of Moneydance.
--
Maddy, Infinite Kind Support
System closed this discussion on 28 Feb, 2025 11:50 AM.