Importing csv does not allow for Account->Account transfers, only categories

Bryan Kaiser's Avatar

Bryan Kaiser

03 Feb, 2025 10:04 PM

I have found that the import file function (csv) does not allow me to specify an Account instead of a Category. For example, if I transfer $$ from my Checking account to my Savings account, MoneyDance will create a new category called Savings.

The same holds true with the Find and Replace extension. I am unable specify an Account as the destination for the replacement. MD will only accept a Category for the replacement object.

Any plans to make these enhancements in the near future?

Thanks,

Bryan Kaiser

  1. 1 Posted by Bryan Kaiser on 04 Feb, 2025 05:02 PM

    Bryan Kaiser's Avatar

    Ooops. I found the answer to my own question! The Find and Replace dialog does have a reference to Transfers. All I had to do was mark it and then I can replace Accounts and/or Categories.

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