Importing CSV data

John Horiszny's Avatar

John Horiszny

20 Jan, 2019 11:29 PM

My new HSA will only let me download data in CSV format. I'm having difficulty importing that into Moneydance on my Mac. Any suggestions?

  1. 1 Posted by -Kevin N. on 21 Jan, 2019 12:08 AM

    -Kevin N.'s Avatar

    Hi John,

    Can you post a small sample of your CSV file?

    I would need to see at least one payment transaction and one deposit transaction to see how they are formatted and if they are designated to separate columns.

    Include the header row (if any)

    Keep in mind that these are public forums. Make sure that there is no sensitive information in your CSV before posting it.

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

  2. 2 Posted by John Horiszny on 21 Jan, 2019 12:24 AM

    John Horiszny's Avatar

    OK. No payments yet, so I will wait until I have one and then send a file.
    Many thanks,

  3. 3 Posted by mhoggie on 21 Jan, 2019 12:33 AM

    mhoggie's Avatar

    just a user,

    I had problems recently and I resolved it by trimming down the CSV file for only the fields I was importing. Seems like excess fields caused problems even if you chose to ignore them during the process.

  4. 4 Posted by stantowianski on 01 Feb, 2019 04:32 PM

    stantowianski's Avatar

    Hi. If you use this importer:

    it only lets you import 10 fields, but when you ignore a field you can tell it how many to ignore each time so you can do for example:
    date, ignore 3, desc, ignore 10, memo, ignore, -payment-, ignore-rest (to end of line)

  5. System closed this discussion on 03 May, 2019 04:40 PM.

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