Importing files into Moneydance?
What file types can be imported into Moneydance? I used different software before and would like to import a few years worth of history for several accounts and account types (checking, savings, creditcards, etc.). Thank you.
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1 Posted by dwg on 19 Aug, 2025 10:01 PM
If the transaction are coming from another finance program then QIF is likely the best file format to use.
For transactions downloaded from financial institutions then OFX/QFX is probably best followed by QIF. Moneydance can also import CSV files into non-investment accounts.
A couple of other formats are supported but they are rarely seen these days.
Support Staff 2 Posted by Maddy on 20 Aug, 2025 11:12 AM
Hi Elaine,
I can see you’ve received a reply from one of our knowledgeable Moneydance customers.
To add to this useful information I thought it's worth referring you to this section of the Knowledge Base about Importing Data from Other Programs.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
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Maddy, Infinite Kind Support
System closed this discussion on 19 Nov, 2025 11:20 AM.