csv field names

vhradice's Avatar


19 Sep, 2023 12:58 PM

I am trying to import a csv file and I am having a problem naming the fields. Fields I need to name are Security, number of shares, price, dividend/interest.

In the file is the line
"Date","Action","Symbol","Description","Quantity","Price","Fees & Comm","Amount"

Does this tell the csv importer what the fields are?

Thank you,
Vince Radice

  1. 1 Posted by dwg on 19 Sep, 2023 01:17 PM

    dwg's Avatar

    Moneydance does not support importing CSV files into Investment accounts.

    If there is enough data and it meets the requirements like compatible action names, which is a rarity for CSV files, then you can use a converter, often a plug in for a spreadsheet program to convert the file into a QIF file which can be imported.

    Also another Moneydance user Mike Bray has create an importer that can bring in limited data into investment accounts from a CSV file


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