How to import Excel based files

MIke's Avatar


19 Jun, 2016 07:59 PM

Can Excel based files be imported into Moneydance 2015?

  1. 1 Posted by -Kevin N. on 19 Jun, 2016 11:53 PM

    -Kevin N.'s Avatar

    Hi Mike,

    Yes, to an extent. CSV files can be imported into Bank and Credit Card type accounts thru the use of either of two available Moneydance extensions.

    They can not however, be imported into Investment type accounts.

    If I may make a suggestion, d/l the free trial version of Moneydance to see if it suits your needs. You can d/l it here:

    If you need help importing the CSV file(s) Post a small sample of the file and I'll try to help you with it. Keep in mind that these are public forums so make sure that there isn't any sensitive data in the CSV before posting it.

    HTH -Kevin N.

  2. System closed this discussion on 02 Oct, 2016 02:38 AM.

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