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conversion of either xls or csv into something my moneydance for mac can import

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pekujas0425

22 Jul, 2015 01:09 AM

Is there a safe way to convert either Excel (xlsx file or a csv file) that I can export from my bank into a file that moneydance can then import ? Please advise. I am uncomfortable downloading files from the internet that are not verified.

1. 1 Posted by -Kevin N. on 22 Jul, 2015 01:23 AM

   

   Hi pekujas0425,

   Depending on how your CSV file is structured, you can likely use one of two extensions to import your bank's data.

   The Text File Importer extension can import a CSV file, provided debits and credits exist in a single amount column.

   The CSV Importer extension is more robust and can accommodate a CSV file with separate credit and debit columns. You will however need to download the extension from the developer's website.

   -Kevin N.

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2. 2 Posted by dwg on 22 Jul, 2015 01:36 AM

   

   A third option is to install q QIF file creator into Excel and create QIF files for import into Moneydance.

   Take you pick of option or try them all and see which you prefer. Using the CSV or Text File Importer should involve less steps however.

   Des

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3. 3 Posted by Emily Spry on 23 Jul, 2015 10:17 AM

   

   Hi there

   Could you send a link for the CSV Importer extension? or how do I get a QIF file creator for Excel?

   Thanks!

   Emily

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4. 4 Posted by dwg on 23 Jul, 2015 10:53 AM

   

   Hi,

   The CSV importer for Moneydance 2015 can be downloaded from:

   https://github.com/stant/mdcsvimporter2015/releases/tag/v19

   An Excel plug-in to create QIF files is available from:

   http://xl2qif.chez-alice.fr/xl2qif_en.php

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5. 5 Posted by Emily Spry on 23 Jul, 2015 11:56 AM

   

   Thank you - I will try that.

   Emily

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6. 6 Posted by stantowianski on 24 Jul, 2015 12:14 AM

   

   mdcsvimporter v19 instructions

   • custom-reader-config-v19-instructions.doc 374 KB
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7. 7 Posted by sm789 on 05 Mar, 2016 07:04 AM

   

   Hi Stan! I am completely new to Moneydance (switched from Quicken). I had to use Moneydance 2014 because I am still on Mac OS X 10.6.8 (i find it more stable than any of the newer versions).

   So far I have solved all the problems I have encountered. Except one. My bank allows downloads in OFX or CSV. I have managed to import the csv files after making necessary changes. The only problem I have is that I am unable to import TAGS. TAGS are important to me. Is there anything I can do to import TAGS into Moneydance from CSV files?

   Appreciate your help.

   Thank you.

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8. 8 Posted by -Kevin N. on 05 Mar, 2016 02:49 PM

   

   Hi sm,

   Just to clarify, are we talking actual Tags or are we talking Categories?

   Tags and Categories in Moneydance are two different classifiers.

   If it is indeed Categories that you are interested in importing, it has been my experience that the CSV Importer can import Categories.

   -Kevin N.

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9. 9 Posted by sm789 on 05 Mar, 2016 05:55 PM

   

   Hi Kevin,

   I am talking about TAGS. I have seen that categories do get imported and thats great but I need to use tags and would like to get them straight from excel (csv file).

   Thanks

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10. 10 Posted by sm789 on 10 Mar, 2016 04:48 AM

    

    Hello,

    Any help possible on this issue?

    Thank you.

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11. 11 Posted by stantowianski on 10 Mar, 2016 04:56 AM

    

    I thought about doing tags once but I think programming for them was different or weird or something or they did not get me what I wanted so I dropped it.

    If you make it a request on the git hub Web site for the code I might do it some day.

    Stan

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12. 12 Posted by sm789 on 10 Mar, 2016 05:26 AM

    

    Thank you Stan. I am a newbie so please direct me to git hub Web site.

    Sudhir

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13. 13 Posted by David Hanley on 10 Mar, 2016 12:56 PM

    

    Hi Sudhir,

    Here's a link to the GitHub page:

    https://github.com/stant/mdcsvimporter2015

    David Hanley
    Infinite Kind Support

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14. 14 Posted by Emily Spry on 10 Mar, 2016 01:25 PM

    

    Dr Emily Spry

    (Sent from my mobile)

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15. 15 Posted by stashu.pub on 21 Mar, 2016 03:04 AM

    

    Hi.

    I did not add tags at this time, but I just put out a new version:
    https://github.com/stant/mdcsvimporter2015/releases/tag/v20

    Enhancements to preview window. Point to all problems.
    Add open file. Error count.
    Fix display of columns when figure out how columns there really are.

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16. 16 Posted by llgose on 26 May, 2016 09:25 PM

    

    Stashu.pub:

    FYI I get java null exceptions w/ v20. v19 in latest MD2015 is fine, though. (JRE 1.8 installed)

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17. 17 Posted by stashu.pub on 26 May, 2016 11:35 PM

    

    Hi, 
    Can you tell me what you were doing? Can you also open the help, consoleAnd make it blow out and send that to.me?
    ThanksStan

    Sent via the Samsung Galaxy Note5, an AT&T 4G LTE smartphone-------- Original message --------From: llgose <[email blocked]> Date: 5/26/2016 5:25 PM (GMT-05:00) To: [email blocked] Subject: Re: conversion of either xls or csv into something my moneydance for mac can import [Online Banking #742]

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18. System closed this discussion on 02 Oct, 2016 02:33 AM.