Database access

Jim Swindle's Avatar

Jim Swindle

19 Nov, 2023 10:52 PM

Hi, just switching over and had a quick question on the database. One of the earlier posts said the database was a set of CSV files, however it appears that has change a long time ago. Question is, can I use ODBC to connect to the database? Would make it easier for me to sync expense transactions out of our SQL and Oracle databases.

  1. 1 Posted by dwg on 20 Nov, 2023 12:00 PM

    dwg's Avatar

    I do not think Moneydance has ever been a set of CSV file, incremental transactions are updated via small txn files. Historically Moneydance used XML formats, but these days all data is encrypted at rest at the very least.

    The data is not in a recognised database and it it not possible to use ODBC.

  2. 2 Posted by Stuart Beesley ... on 20 Nov, 2023 12:30 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    As dwg says, it’s a proprietary and encrypted format. There are no csv files.
    I have helped someone before create their own txns via MS SQL and manually creating the required .txn format (encrypted) but that is very technical and IK would not ‘support’ it.

  3. 3 Posted by Jim Swindle on 20 Nov, 2023 03:48 PM

    Jim Swindle's Avatar

    Appreciate the quick response!

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  4. 4 Posted by Jim Swindle on 20 Nov, 2023 03:49 PM

    Jim Swindle's Avatar

    Like I was saying, appreciate the quick response! I was just hoping. Figured if I didn't ask, I wouldn't know. Thanks again, have a great Thanksgiving! Jim

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  5. 5 Posted by elton on 27 Nov, 2023 07:38 AM

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    If your database is no longer a set of CSV files and you're switching to a different system, especially in the context of
    lead enrichment, you'll need to determine the database management system (DBMS) that is currently in use. ODBC (Open Database Connectivity) is a standard application programming interface (API) for connecting to databases, and it can be particularly relevant when dealing with lead enrichment processes. It's not tied to a specific type of database but provides a common interface for applications to access different database systems, making it a versatile choice for managing data, including lead enrichment data.

    See the link:

  6. System closed this discussion on 26 Feb, 2024 07:40 AM.

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