Historical Data
Is is possible with Mondydance to take excel data and import it into the program? i have data from 2023 and 2024 that I need to sort and create financial statements from.
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1 Posted by Ryan Leffler on 10 Jun, 2025 07:09 PM
Can I import data from excel to create financial statements?
2 Posted by -Kevin N. on 10 Jun, 2025 07:20 PM
Hi Ryan,
You can import formatted CSV files into Moneydance's Bank and Credit Card accounts (but not Investment accounts)
Try using the trial version before buying.
If you need some help with importing your data, let me know, I'll try to lend a hand.
-Kevin N. (not a member of Moneydance support)