importing files

fera's Avatar

fera

21 May, 2016 06:19 PM

What file types does MoneyDance support? My information has downloaded as .csv and I cannot seem to import. Thank you!

  1. 1 Posted by dwg on 21 May, 2016 09:31 PM

    dwg's Avatar

    To work with CSV files you need to install the Text File Importer extension.

    Extensions --> Manage Extensions is the menu path to install it I believe

    After installing this the following knowledge base article should help you.

    http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

  2. Support Staff 2 Posted by Ethan on 22 May, 2016 12:23 PM

    Ethan's Avatar

    dwg gave good information on importing CSV files. To add to that response, you can download files of the QFX, OFX, OFC, or QIF formats (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance. All of those file types will be easier to work with than CSV files, which you should only use if you have no other option.

    Please let me know if I can be of further assistance,

    Ethan
    Moneydance Support

  3. Ethan closed this discussion on 22 May, 2016 12:23 PM.

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