Importing banking transactions

ianpmitchell's Avatar


27 Oct, 2015 09:54 AM

Firstly I'm new to Moneydance.

My bank doesn't appear in the list of on-line banks so I tried importing my credit card transactions via QIF file that the bank provides. This worked fine.

I notice from the Moneydance manual that the on-line banking functionality has an acceptance process and the ability to deal with "matching" transactions.

Is this facility available to an "Imported" QIF file? I have in the past, in Quicken, Imported transactions mid month and then again at the end of the month. I have a feeling that using the QIF import will just duplicate the transactions and I will have to go through and delete them, (not good....)

  1. 1 Posted by Ben Spencer on 27 Oct, 2015 12:16 PM

    Ben Spencer's Avatar

    Importing QIF files will show the acceptance process but only if you set the "File Source" option on the QIF import window to "From a downloaded file".

    If you bank offers OFX or QFX files you should use those instead. The will have much less of a problem with duplicates.

    Ben Spencer
    Infinite Kind Support

  2. 2 Posted by ianpmitchell on 27 Oct, 2015 01:31 PM

    ianpmitchell's Avatar

    Thanks Ben.

    Imported the same file again and got the acceptance and the "matching"

    Also found it very to delete the "unconfirmed" transactions.




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  3. Jerome closed this discussion on 27 Oct, 2015 03:15 PM.

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