Edit built in template for accounts

Stephen James's Avatar

Stephen James

22 Sep, 2022 07:18 PM

My csv file has 5 columns, but the application template has 8. How do I edit template? Thanks

  1. 1 Posted by Stephen James on 22 Sep, 2022 07:21 PM

    Stephen James's Avatar

    I need to change the built-in template to match my csv file

  2. 2 Posted by dwg on 22 Sep, 2022 09:57 PM

    dwg's Avatar

    I'm a fellow user.

    It is not a template, they are the available fields for each record.

    During the import you will be asked to map each column of the CSV file to a specific field so it does not matter if there are more fields than the columns you have, so long as the key columns are present, which are date and the amount and the amount can either be in two columns i.e. deposit and payment or one column with a sign.

  3. Support Staff 3 Posted by Maddy on 23 Sep, 2022 10:31 AM

    Maddy's Avatar

    Hi Stephen,

    Usually we recommend you use the OFX or QFX file format, if available.
    If not, you can use the QIF file format.

    Although CSV files can also be imported, unfortunately the import process is a little more involved. CSV files were not designed to transfer data to personal finance programs, so there is no standard format or layout for these files.

    If CSV is the only format available, you'll be able to import the file to Moneydance using File --> Import. During the import process, you'll assign the columns in your CSV file to fields within the Moneydance account register.

    For further information, please refer to this article of the Knowledge Base.

    --
    Maddy, Infinite Kind Support

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