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Text File Importer

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Jody Roderick

Mar 23, 2013 @ 10:23 AM

I have been using Moneydance for approximately 18 months, currently on 2012.05. During this time and since updating to 2012.05 I have been able to use text file importer to import account data into Moneydance however I now receive the following message:
Error: The specified file either does not exist or is not readable by Moneydance.
Any suggestions? The files are the same plain text format I have used previously and I have attempted to move them to an alternative location.
thanks Jody

1. Support Staff 1 Posted by Ethan on Mar 23, 2013 @ 12:06 PM

   

   Hello Jody,

   Would you be willing to attach one of these files you are trying to import to this thread? We would then be able to narrow down if the problem is with the file itself, or something with your installation of Moneydance.

   Ethan Tupelo
   Moneydance Support

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2. 2 Posted by pekarske on Apr 05, 2013 @ 11:41 PM

   

   USAA switched from downloading in QFX format to exporting in csv format. I tried using Text File Importer to import the csv file but nothing happened after I completed the process. No transactions were imported into the account.

   • bk_download-1.csv 167 Bytes
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3. 3 Posted by -Kevin N. on Apr 06, 2013 @ 12:14 AM

   

   Hi William,

   I was able to successfully import your .CSV file using the Text File Importer.

   Set up the Text File Importer extension as follows:
   Screen 1
   Browse: navigate to your CSV file.
   Encoding: UTF-8

   Screen 2
   Account: your USAA account
   Fields Delimiter: [ , ]
   Date Format: MDY
   Decimal Point: .

   Screen 3
   Field 1: Ignore
   Field 2: Ignore
   Field 3: Date
   Field 4: Ignore
   Field 5: Description
   Field 6: Memo
   Field 7: Amount

   I can't be certain of Field 6: Memo. I took a guess at that.

   HTH -Kevin N.

   • William_TFI.jpg 154 KB
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4. 4 Posted by -Kevin N. on Apr 06, 2013 @ 12:23 AM

   

   Hi William,

   You can actually use the Text File Importer or the CSV Importer.

   The slight advantage goes to the CSV Importer in that it checks for duplicates during the import.

   Look to my posts 7 and 8 in the following thread:
   http://help.infinitekind.com/discussions/switching-from-quicken/154...

   In this users case, it was a USAA Master Card account. You can change the settings to suit your needs but the idea is there.

   HTH -Kevin N.

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5. System closed this discussion on Mar 31, 2015 @ 03:58 PM.