How to set up online banking

Ed's Avatar


20 Jun, 2020 01:11 PM

Does InfiniteKind have a tutorial on how to set up bank accounts using Moneydance, including how to import transactions and translate field contents?

  1. 1 Posted by -Kevin N. on 20 Jun, 2020 01:50 PM

    -Kevin N.'s Avatar

    Hi Ed,

    From what I can glean from your post, it sounds like you may be interested in learning how to import a CSV file into Moneydance.

    Be aware that CSV files can only be imported into Bank and Credit Card accounts. CSV files can not be imported into Investment accounts.

    Look to the knowledge base here for general information on using Moneydance:

    Information on importing CSV files can be gotten here:

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

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:


Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac