tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/150-import-from-pdf-fileInfinite Kind: Discussion 2016-02-08T15:35:11Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/2209982009-06-26T13:51:02Z2009-06-26T13:51:02Zimport from pdf file?<div><p>Hello</p>
<p>I am afraid we have no method of imprting your data form a pdf
file. pdf files are a format that is intended for printing and as
such contain considerable layout information as well as your data,
as such there is not a standard way for transactions to be stored
in a pdf file and therefore we cannot import the file.</p>
<p>What is the name of your Bank? If they have an OFX server you
might be able to connect Moneydance directly to their computers
without having to download a transaction file from their
website,</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/2209982009-08-17T03:15:26Z2010-11-28T15:15:52Zimport from pdf file?<div><p>Does your bank allow you to download your data into a text
file?</p>
<p>If so, then open the text file from within excel.</p>
<p>Save the excel file and then import it into MD.</p>
<p>Question: What format should excel use to save the data so that
the data can be imported by MD? The options are many: .<br>
txt,<br>
windows comma seperated (.csv),<br>
data intechange format (.dif)<br>
symbolic link (.slk)</p></div>gldavenporttag:infinitekind.tenderapp.com,2009-01-14:Comment/2209982009-08-17T11:38:44Z2009-08-17T11:38:44Zimport from pdf file?<div><p>Hi,</p>
<p>you may just try to copy/paste the pdf text (transaction)
information into a *.txt file and directly import with Text
Importer extension.</p></div>Raimund Buchholztag:infinitekind.tenderapp.com,2009-01-14:Comment/2209982009-08-17T12:51:12Z2010-11-28T15:15:53Zimport from pdf file?<div><p>what fields and in what order need to be included in the text
file?</p>
<p>In other words, does Money Dance recognize the date or the payee
or does it assume that the date comes first, the payee 2nd,
etc.</p></div>gldavenporttag:infinitekind.tenderapp.com,2009-01-14:Comment/2209982009-08-17T13:43:07Z2009-08-17T13:43:07Zimport from pdf file?<div><p>Hi George</p>
<p>The number and order of the fields is flexible. The text file
importer lets you configure this. See the attached screen shot.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/2209982009-08-17T13:58:44Z2010-11-28T15:15:53Zimport from pdf file?<div><p>very cool. Thanks Ben</p>
<p>I assume that this means that the best way to get raw data into
Money Dance is via a text file, not an Excel file.</p>
<p>Ideally, the best solution is on-line banking, but if that is
not available, am I correct that if we have an excel file, we
should save it as a text file, and then use the importer?</p>
<p>Thanks</p></div>gldavenporttag:infinitekind.tenderapp.com,2009-01-14:Comment/2209982009-08-17T14:14:42Z2009-08-17T14:14:42Zimport from pdf file?<div><p>Hi George</p>
<p>Yes, If you have raw data that is not formatted as an OFX, QIF
or OFC file the best way to get it into Moneydance is to save it is
a csv (comma separated values) text file and then use the Text file
importer extension. There are disadvantages to doing this compared
to importing say an OFX file, it is more time consuming and the
data coming in through the text file importer does not go through
the matching algorithm that attempts to match to transactions
already in the register and categorise them appropriately. I would
probably change banks to one that does at least offer the service
of downloading my transactions in OFX format from their website.
Almost all banks now offer this service.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/2209982009-08-17T14:21:06Z2010-11-28T15:15:53Zimport from pdf file?<div><p>I have a USAA credit card which is great because it gives a cash
rebate instead of points or airline miles.</p>
<p>If USAA does offer OFX connectivity, that only will work on a
go-forward basis correct? I have many months of text statements
that I want to load into Money Dance.</p>
<p>Thanks for the helpful discussion of the text importer.</p>
<p>George</p></div>gldavenporttag:infinitekind.tenderapp.com,2009-01-14:Comment/2209982009-08-17T14:36:42Z2009-08-17T14:36:42Zimport from pdf file?<div><p>Hi George</p>
<p>Different banks provided a varying level of access to your
transaction history. Some let you download transactions going back
considerably in time while others are more limited. I suggest you
contact you financial institution and talk to them about your needs
and the services they offer.</p>
<p>Sincerely</p>
<p>Ben Spencer</p></div>Ben Spencer