What is the proper format for importing bank & credit card data?

Richard Harkness's Avatar

Richard Harkness

07 Feb, 2020 04:29 PM

What is the proper format for importing bank & credit card data into MoneyDance?

  1. 1 Posted by -Kevin N. on 07 Feb, 2020 04:37 PM

    -Kevin N.'s Avatar

    Hi Richard,

    For automatic imports, Moneydance uses OFX direct-connect (with those financial institutions that provide OFX servers)

    For manual imports, Moneydance accepts OFC, OFX, QFX & QIF file formats. With the help of an included importer, CSV and TXT formats can be imported into Bank & Credit Card accounts. CSV & TXT file formats can not be imported into Investment type accounts.

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

  2. Support Staff 2 Posted by Ethan on 07 Feb, 2020 09:36 PM

    Ethan's Avatar

    Just to add: if you have choices, the best ones are the first three Kevin listed (QFX, OFX, or OFC). QIF usually imports fine, but isn't as great when it comes to handling duplicate transactions. CSV and TXT should only be used if there is no other option, and those usually take a lot of work to import correctly, depending on how your bank formats them.

    Ethan
    Infinite Kind Support

  3. 3 Posted by RLH141 Harkness on 09 Feb, 2020 01:36 AM

    RLH141 Harkness's Avatar

    Kevin, Ethan Thank you so much! I appreciate your time & effort.
    Rick Harkness

  4. System closed this discussion on 10 May, 2020 01:40 AM.

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