tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/2009-tracking-peer-2-peer-accounts-ie-lendingclub-prosperInfinite Kind: Discussion 2016-04-21T15:20:27Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/389411642016-01-19T16:51:40Z2016-01-19T16:51:40ZTracking peer-2-peer accounts ie LendingClub, Prosper<div><p>Hello,</p>
<p>Have you tried using the Text Import extension for the CSV
files? If you are using the version downloaded directly from our
website, you should be able to install it by going to Extensions
-> Manage Extensions from the menu bar. In general this
extension will only work if these companies are sending out
reasonably formatted CSV files. You will have to tell the extension
which column contains what data, as there is no standard format for
CSV files.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/389411642016-01-20T12:02:42Z2016-01-20T12:02:42ZTracking peer-2-peer accounts ie LendingClub, Prosper<div><p>Hi thanks for the reply. I’ve tried the extension but it
only allows me to import to banking accounts, not investments.
I’m having a similar problem with Fidelity and have been
trying various options there. I did test the extension with
fidelity and was able to import it but again my only option was a
bank, not an investment account.</p></div>Sergio D'Auriatag:infinitekind.tenderapp.com,2009-01-14:Comment/389411642016-01-21T14:26:16Z2016-01-21T14:26:16ZTracking peer-2-peer accounts ie LendingClub, Prosper<div><p>Ah, I didn't understand that these accounts would be investment
accounts. Unfortunately, there is no way to directly import a CSV
file into an investment account in Moneydance.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/389411642016-01-21T14:57:45Z2016-01-21T14:57:45ZTracking peer-2-peer accounts ie LendingClub, Prosper<div><p>It’s a peer-to-peer lending account which is an investment
but the returns are primarily interest on loans. Would you suggest
I set it up as a bank? I hadn’t thought of that. Outside of
the classification being off, could it impact other things in the
wrong way?</p></div>Sergio D'Auriatag:infinitekind.tenderapp.com,2009-01-14:Comment/389411642016-01-21T15:15:14Z2016-01-21T15:15:14ZTracking peer-2-peer accounts ie LendingClub, Prosper<div><p>I think it depends on exactly what you need to track. If all
that you need to do is track things similar to a standard bank
account, such as expenses, payments, and interest, you should be
able to do this with a standard bank account, or possibly an asset
account if that makes more sense. You would also need to create
categories for income that you want to track, such as these
interest payments, so you can run reports on them later.</p>
<p>Investment accounts are really only for trading securities,
which it doesn't sound like you are doing with these companies from
what you describe.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethan