Correct sequence for CSV download from Discover

Denis's Avatar

Denis

14 Jan, 2023 08:21 PM

I have tried with a dummy account to figure out the correct sequence but category although marked does not show up. What's the proper sequence.

  1. 1 Posted by -Kevin N. on 14 Jan, 2023 09:04 PM

    -Kevin N.'s Avatar

    Hi Denis,

    I'll assume that you already know how to download the csv file from Discover and that you know how to navigate to it and select it from the File > Import menu file browser.

    So we should jump right into setting up the importer.
    On the first screen, set the options as follows:
    Import to: Discover
    Field Delimiter: (comma)
    Date Format: Month Day Year
    Decimal Point: (period)
    Tick the option to 'Automatically Merge Duplicates'
    Click 'Next'

    Set the fields on the next screen as follows:
    Date
    Ignore
    Description
    Debit Amount
    Category

    Use the 'Fewer Fields' button (if necessary) so that ONLY the 5 required fields are utilized.

    Click 'Finish'

    The question that remains however is... Do you really want to use Discover's generic Categories?

    Or...

    As you import and confirm transactions, Moneydance will 'learn' the Categories that YOU decide to use.

    There is no right answer, it's a personal preference.

    One other point I'd like to make is that the CSV Importer extension is more robust that the built-in Moneydance importer. If you intend to download & import from Discover on a regular basis, you should consider using the CSV Importer extension.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by Denis McGrath on 15 Jan, 2023 02:11 AM

    Denis McGrath's Avatar

    Thank You.

  3. 3 Posted by brett on 30 Jan, 2023 05:49 PM

    brett's Avatar

    Note, be sure to use Debit Amount, not just Amount.

    I did it the wrong way and then it was a pain to fix all of the transactions!

  4. 4 Posted by -Kevin N. on 30 Jan, 2023 06:12 PM

    -Kevin N.'s Avatar

    Hi brett,

    As you've discovered, there's no room for error. ; )

    As I suggested to Denis, if you're going to import from Discover on a regular basis, you may want to take a look at the CSV Importer extension. One of the clear benefits of doing so is that the CSV Importer allows for the creation of custom file readers. This provides the benefit of the field settings being recorded and remembered for each import.

    If you're interested and need a hand setting it up, let me know and I'll try to help with that.

    -Kevin N. (not a member of MD support)

  5. System closed this discussion on 01 May, 2023 06:20 PM.

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