Importing transactions

davidbroad's Avatar

davidbroad

13 Jul, 2020 09:46 AM

Greetings,

Is it possible to import historical transactions direct from a bank or building society to Moneydance?

In particular I am thinking of the Nationwide Credit Card accounts which can be exxported in QIF,, Tab delimited or Raw JSON formats

Thanking you in advance

David Broad

  1. 1 Posted by davidbroad on 13 Jul, 2020 02:33 PM

    davidbroad's Avatar

    Anyone any ideas?

  2. 2 Posted by derekkent23 on 13 Jul, 2020 05:10 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi davidbroad

    It sounds like you may be in the UK as I am.

    Yes, if you download a QIF transaction file from your online account you can import it into Moneydance.

    The better formats, if available are OFX or QFX.

    See this article. https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    Hope this helps.

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