Import

Bob F's Avatar

Bob F

18 Jun, 2021 02:56 PM

Hello.

Struggling with import. I have a CSV file from bank. Delimeters are commas. Moneydance recognises the fields but then fails to import them.

What am I doing wrong?

Thanks,

Bob F

  1. 1 Posted by Stuart Beesley ... on 18 Jun, 2021 03:10 PM

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

    Ideally you want an ofx, qfx, or qif format file

    (Not support, just a fellow user)

  2. 2 Posted by dwg on 18 Jun, 2021 09:03 PM

    dwg's Avatar

    I'm a fellow user.

    If a CSV file is not importing into a standard type of account it will often mean that you are not defining the fields quite correctly when performing the import.

  3. 3 Posted by -Kevin N. on 19 Jun, 2021 01:33 AM

    -Kevin N.'s Avatar

    Hi Bob F,

    Can you attach a sample of the CSV file? There may some anomaly in the formatting of the data that is preventing it from importing.

    Keep in mind that these are public forums. Redact any sensitive information before attaching the file.

    -Kevin N. (not a member of MD support)

  4. 4 Posted by Bob Farrell on 27 Jun, 2021 11:22 AM

    Bob Farrell's Avatar

    HI Stuart

    A bit bonkers that my bank Santander do not offer this option. CSv, xls, MID (which is crap).

    How do we resolve this?

    Bob

  5. 5 Posted by Stuart Beesley ... on 27 Jun, 2021 11:44 AM

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

    Er. Santander do. I did it last week.

  6. 6 Posted by derekkent23 on 27 Jun, 2021 06:01 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Bob

    If you are talking about Santander in the UK I agree with Stuart they offer a QIF file type as well.

    Hope this helps

  7. 7 Posted by Stuart Beesley ... on 27 Jun, 2021 06:15 PM

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

    If I recall. You don’t do it from statements. You got to view current txns and then at the top or bottom there is a download button.

  8. 8 Posted by Stuart Beesley ... on 28 Jun, 2021 10:09 AM

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

    See screenshots for the path/clicks.

  9. 9 Posted by Stuart Beesley ... on 28 Jun, 2021 02:23 PM

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

    See screenshots for the path/clicks.

  10. 10 Posted by Bob Farrell on 02 Jul, 2021 03:45 PM

    Bob Farrell's Avatar

    Fab Stuart.

    Thank you.

    Bob F

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