File | Import should save and honor previously navigated folder/directory

tgilbert666's Avatar

tgilbert666

15 Mar, 2020 12:03 AM

Hi,
I've been doing a lot of importing as a result of
a) transferring about 150 historic accounts from Quicken in individual QIF files and b) not having DirectConnect or OFX/QFX at most Australian banks and therefore needing to import all my monthly transactions in QIF or CSV.

For reasons that are immaterial to this discussion, my QIF/CSV files mostly reside on a remote network share several folders deep.

Could Moneydance PLEASE save the last working folder selected from the File | Import . . . "Select a file to Import (OFX,QFX, QIF, moneydancearchive" to my environment in some fashion and default it back when I NEXT use the function, either in this session or a later one? Repeatedly forcing me back to my (in-another-share-and-tree) User directory is both unhelpful and frustrating.

If you're reluctant to change existing behavior, perhaps this could become a preferences option? (Use HomeDir / Use last pwd)

PS - On a side-note, "Select a file to Import (OFX,QFX, QIF, moneydancearchive" - is THAT why I'm having curious results importing CSV or does the heading need expanding??

  1. 1 Posted by tgilbert666 on 15 Mar, 2020 12:09 AM

    tgilbert666's Avatar

    PS - FWIW I'm running 2019.4 (1897) on Windows 10

  2. 2 Posted by dwg on 15 Mar, 2020 12:50 AM

    dwg's Avatar

    I'm a fellow user.

    The inbuilt importer does handle CSV files, so the header needs expanding, but requires a specific structure. CSV files can be a pain due to their lack of a specific defined structure for financial data.

    With Moneydance there are three ways of working with CSV files.

    1. The inbuilt importer. See:
    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/importing-csv-files

    2. The Text File Importer extension. See:
    https://infinitekind.tenderapp.com/kb/extensions-2/text-file-importer-extension

    3. The user written CSV Importer. See:
    https://github.com/stant/mdcsvimporter2015/releases

    Capability varies between each. Stan's CSV importer is arguably the most capable.

  3. 3 Posted by jeffcarp on 07 Apr, 2020 10:47 PM

    jeffcarp's Avatar

    I am also having this problem. It didn't use to be a problem. It became a problem after one of the more recent updates. Specifically, when I browse to a folder on my Windows 10 computer to import a file, Moneydance does NOT remember that folder. Instead, it defaults every time to my Documents folder where the Moneydance files are stored.

    I hope this is put back to how it used to work, where the chosen folder for Import is retained the next time the feature is used.

  4. System closed this discussion on 07 Jul, 2020 10:50 PM.

  5. Maddy re-opened this discussion on 10 Aug, 2021 11:26 AM

  6. System closed this discussion on 10 Aug, 2021 11:30 AM.

  7. Maddy re-opened this discussion on 16 Aug, 2021 08:39 AM

  8. Support Staff 4 Posted by Maddy on 16 Aug, 2021 08:43 AM

    Maddy's Avatar

    @All,

    This is to inform you that the latest preview version Moneydance 2021.2 (3094) when choosing a file to import opens the file picker at the folder from the last import as it was discussed in this thread.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  9. Maddy closed this discussion on 16 Aug, 2021 08:43 AM.

  10. 5 Posted by roneydxb on 17 Aug, 2021 03:18 AM

    roneydxb's Avatar

    Hello Maddy.

    I am on 2021.1 (3069) which I believe was the last stable release. Has
    there not been a stable release since ?
    You mentioned 2021.*2* (3094).

    Appreciate a timeline on when we can expect the next stable release. Some
    of the issues on the current version are difficult to bear with.

    Regards,

  11. Support Staff 6 Posted by Maddy on 17 Aug, 2021 09:28 AM

    Maddy's Avatar

    Perhaps I didn't clarify that several fixes and improvements were added to Moneydance 2021.2 (3094). You can find detailed information here.

    Unfortunately we do not have an ETA for the release of a new stable version. However, I flagged this discussion and we will let you know as soon as we have more information.

    --
    Maddy, Infinite Kind Support

  12. System closed this discussion on 16 Nov, 2021 09:30 AM.

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