tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/3489-can-i-import-csv-files-into-moneydanceInfinite Kind: Discussion 2018-10-18T14:06:21Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/402760482016-07-07T15:25:03Z2016-07-07T15:25:03ZCan I import csv files into MoneyDance?<div><p>Hi Len,</p>
<p>Importing CSV files into Moneydance's Bank and Credit Card
accounts can be accomplished by using either the Text Importer
extension or the free third-party CSV Importer extension.</p>
<p>If you have trouble setting up either of the extensions, I can
try to help you with that.</p>
<p>If you want to, post a small sample of your CSV file. I need to
see at least 1 credit txn and 1 debit txn to see how they are
formatted. Include the header row and / or footer row (if any)</p>
<p>Keep in mind that these are public forums. Make sure that there
is no sensitive data in the CSV file before posting it.</p>
<p>-Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/402760482016-07-07T15:44:08Z2016-07-07T15:44:09ZCan I import csv files into MoneyDance?<div><p>Hi Kevin,</p>
<p>Thanks for the fast response. I was able to poke around the help
content a<br>
little and it said that other formats were better/more consistent.
So I<br>
found a "QFX" download available from the bank and that worked
seamlessly -<br>
real easy,</p>
<p>Would you concur I should scrap csv for QFX?</p>
<p>Thanks,<br>
Len</p></div>BL Rombergtag:infinitekind.tenderapp.com,2009-01-14:Comment/402760482016-07-07T15:48:02Z2016-07-07T15:48:02ZCan I import csv files into MoneyDance?<div><p>Hi Len,</p>
<p>The QFX format is superior to CSV. QFX files contain unique
identifiers that help to prevent duplicate txns and they don't
require the use of an extension.</p>
<p>-Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/402760482016-07-07T15:58:25Z2016-07-07T15:58:25ZCan I import csv files into MoneyDance?<div><p>I am in agreement with Kevin. If you have the option between CSV
and QFX you should choose QFX.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/402760482016-07-07T16:25:46Z2016-07-07T16:25:47ZCan I import csv files into MoneyDance?<div><p>Kevin and Ben</p>
<p>I've downloaded via QFX format for 3 accounts without issue.
That seems to<br>
be the best way to go.<br>
Thanks,</p>
<p>Len</p></div>BL Romberg