Importing from CountAbout

Karl Fisher's Avatar

Karl Fisher

15 Jul, 2021 04:55 PM

I am trying to import CSV data from CountAbout, but I am not sure which CSV file I am supposed to use. CountAbout gives the following choices, which would be best for MoneyDance?

This link is for your data NOT including split lines, just split transaction totals:

This link is for your data NOT including split lines, just split transaction totals, with category parents:

This link is for your data INCLUDING split detail lines and NOT split transaction totals:

This link is for your data INCLUDING split detail lines, with category parents, and NOT split transaction totals:

Any ideas?

  1. 1 Posted by Stuart Beesley ... on 15 Jul, 2021 06:47 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Take a note of your current dataset name - top menu bar.
    Do file export backup to create a backup.
    File restore from backup.
    Try each/all csv files and see what happens.
    When you’ve finished, do file open your original live dataset.

    (Not support, just a fellow user)

  2. 2 Posted by Karl Fisher on 15 Jul, 2021 06:49 PM

    Karl Fisher's Avatar

    Thanks Stuart. I am brand new to MonkeyDance, so I don't have anything existing. I was just trying to limit my time on this and not have to try each CSV.

  3. 3 Posted by Stuart Beesley ... on 15 Jul, 2021 06:52 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Understood. It should take seconds to test. A QIF or OFX format is much better.

    If you are new, then afterwards you can just do file new to start again.

    Without seeing the actual formats (I assume you want to transfer all your existing data), hard to tell.

    None of the options seem quite right to me. I would have thought you want split lines, all detail, all totals including split lines and parent and all categories too.

    (Not support, just a fellow user)

  4. 4 Posted by Karl Fisher on 15 Jul, 2021 06:56 PM

    Karl Fisher's Avatar

    That is what I was expecting as well, there doesn't seem to be a choice that has it all LOL.

  5. 5 Posted by Karl Fisher on 15 Jul, 2021 07:46 PM

    Karl Fisher's Avatar

    OK, so MoneyDance can't open any of the CSV files. Seems as if it only supports QIF or MoneyDance file types. Selecting CSV either causes an error or does nothing.

  6. 6 Posted by dwg on 15 Jul, 2021 08:52 PM

    dwg's Avatar

    I'm a fellow user.

    Moneydance can import CSV files into no-investment accounts.

    You will not be able to do it from the Welcome screen if that is what you are trying to do, since Moneydance cannot derive the structure from CSV file since such files are really just a table. You would need to create a data set, create the account the data is to be imported into then perform the import telling Moneydance what the structure of the CSV file is.

    For further information see:

    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/importing-csv-files

  7. 7 Posted by Karl Fisher on 21 Jul, 2021 08:10 PM

    Karl Fisher's Avatar

    So I finally found some more time to try and get this working, and I was able to import the CSV into a new account. However, the transaction font is so tiny, and I can't figure out how to make it bigger. I was able to make the left side bar bigger, but not the transactions. Any tips?

  8. 8 Posted by dwg on 21 Jul, 2021 09:02 PM

    dwg's Avatar

    The Moneydance menu option File --> Preferences on the Appearance tab will allow you to change fonts and size.

    Size is expressed as the size relative to the default so + values make them larger and - value makes them smaller.

    You may need to restart Moneydance for the change to be reflected everywhere.

  9. 9 Posted by Karl Fisher on 22 Jul, 2021 07:29 PM

    Karl Fisher's Avatar

    Thanks, when I started MoneyDance I did notice the font was bigger, I did not think to restart the app. However, I am not really satisfied with it, so I won't be using it. Thanks for all your help though.

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