Convert excel to qif
Rowena Bass
How can i convert excel to qif to import credit card transactions please?
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1 Posted by dwg on Feb 06, 2022 @ 09:41 PM
I'm a fellow user.
If you have a consistent table of data in Excel that you want to import into Moneydance then you can try saving it as a CSV file. Moneydance can import CSV files into a credit card account without any conversion.
If you really want to convert in Excel you need to source and install an add on converter into Excel that can do this. A Google search should find some and thee are some free ones around, I do not have pointer at the moment.
Support Staff 2 Posted by Ethan on Feb 06, 2022 @ 10:10 PM
Hello,
I'd also suggest that a CSV file should only be used if there are no other options available for download. They are usually the most labor-intensive option, and there's no guarantee they will work since there is no standard formatting for financial data in the CSV format. Better options include QFX, OFX, OFC, or QIF files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance.
Please let me know if I can be of further assistance,
Ethan
Infinite Kind Support
Ethan closed this discussion on Feb 06, 2022 @ 10:10 PM.