Home → General Questions →

How can I import my Excel file of charges from my Credit Card into MoneyDance

• Edit

szimmerman

Jul 16, 2017 @ 03:14 PM

Please help.

If it is not possible to do this, I shall have to purchase Quicken.

Thanks,

S.

1. 1 Posted by -Kevin N. on Jul 16, 2017 @ 03:33 PM

   

   Hi S.

   Importing Excel .csv files is possible in Moneydance.

   Can you post a small sample of the file? I will try to import it and then show you how to go about it.

   Include at least 1 charge transaction and 1 payment transaction so that i can see how they are formatted. Also include the header row (if any)

   Keep in mind that these are public forums. Make sure that there is no sensitive information in the file before attaching it.

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

   • Edit

2. 2 Posted by szimmerman on Jul 16, 2017 @ 03:46 PM

   
   In the meantime, I think I've found it.

   
   

   I am soooo impressed that someone answered my appeal for help!

   
   

   Thank you,

   
   

   S.
   

   
   

   
   

   • Edit

3. 3 Posted by -Kevin N. on Jul 16, 2017 @ 04:43 PM

   

   Hi S.

   I'm glad to hear that you were able to get things sorted.

   -Kevin N.

   • Edit

4. System closed this discussion on Oct 15, 2017 @ 04:50 PM.

5. szimmerman re-opened this discussion on May 05, 2019 @ 02:40 PM

6. 4 Posted by szimmerman on May 05, 2019 @ 02:40 PM

   
   
   

   
   
   

   -------- Original Message --------
   Subject: S., what are the top 3 things you worry about?
   From: Thomas_Hübl_Team <[email blocked]>
   Date: Tue, March 05, 2019 11:01 pm
   To: [email blocked]
   
   #wmQuoteWrapper #outlook a {padding: 0;} #wmQuoteWrapper .ReadMsgBody, #wmQuoteWrapper .ExternalClass {width: 100%;} #wmQuoteWrapper .ExternalClass * {line-height: 100%;} #wmQuoteWrapper { background-color: #CA412C; margin: 0; padding: 0; -webkit-text-size-adjust: 100%; -ms-text-size-adjust: 100%; } #wmQuoteWrapper table, #wmQuoteWrapper td { border-collapse:collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; } #wmQuoteWrapper img { border: 0; height: auto; line-height: 100%; outline: none; text-decoration: none; -ms-interpolation-mode: bicubic; } #wmQuoteWrapper .column {display: inline-block !important; width: 100% !important; text-align: left; vertical-align: top; } #wmQuoteWrapper @media only screen and (min-width:480px) { .column-100 { width: 100% !important; max-width: 100% !important; display: inline-block !important; text-align: left; vertical-align: top; } #wmQuoteWrapper .column-50 { width: 50% !important; max-width: 50% !important; display: inline-block !important; text-align: left; vertical-align: top; } #wmQuoteWrapper .column-33 { width: 33.3% !important; max-width: 33.3% !important; display: inline-block !important; text-align: left; vertical-align: top; } #wmQuoteWrapper } @media only screen and (max-width:479px) { .socialBlock, td.imageBlock, .buttonBlock, .alignmentContainer { text-align: center !important } #wmQuoteWrapper .alignmentContainer table { margin-right: auto; margin-left: auto;}

   Do you feel called?

   Dear S., Politics. Climate change. Financial pressures. Relationship trouble. These are just a few of the challenges we’ll be exploring in the upcoming course. Everyone has their own specific conflicts that keep them up at night, areas which seem full of difficulty. What are the top 3 things you worry about? Bring your concerns to the next “virtual campfire” – it’s part of Thomas and William's upcoming online course where you'll learn to apply new tools for managing challenging situations. MEDITATE & MEDIATE II A Co-Lab to Transform Conflict The Session #1 “Virtual Campfire” is Sunday, March 17

   REGISTER

   See below for coupon codes Here’s what brought others to Meditate & Mediate: “I was caught up in a conflict between two groups, and keen to see a resolution.” – David S., Environmental activist, Bristol, UK “I wanted to study how we bring more light in the big wound of the world.” – Karoline W., Lienz, Austria “I went through a high conflict divorce, and the relationship with my daughter hasn’t been as soft and fluid as I would like.” – P.B., Mexico “I was hoping to reduce my stress levels and avoid burnout after the U.S. election. There’s too much anger and meanness in the world.” – Barbara B. “I felt called to take responsibility in this historical time, and did not exactly know how to do that.” – Claudia B., Naumburg, Germany “As a pastor, I mediate cases in our rural county court system. I am always seeking to learn more about reconciliation and peace-making, and healing relationship and communities.” – Michelle, USA “A long-awaited learning-&-practice community within which to combine my spiritual development with my social-activism impulses.” – Paul B., PhD, Massachusetts, USA Does the Meditate & Mediate “virtual campfire” call to you? Be sure to register now. Warmly, The Thomas Hübl Team

   P.S. SAVE $100: Choose a payment plan, select “Add to Cart” and apply the coupon code when you check out: COLAB100 for 1 payment or, COLAB100Plan for 5 payments

   REGISTER

   • Edit

7. System closed this discussion on Aug 04, 2019 @ 02:50 PM.