Importing csv file of categories and then tags
How do i import a csv file of categories i want to use in Moneydance
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by dwg on 09 Oct, 2025 03:29 PM
There is no way in Moneydance itself to import a list of categories from a CSV file, you can from a QIF file however.
One of the Moneydance users, Stuart, has created a Python script that will do it.
He has the script on his website.
https://yogi1967.github.io/MoneydancePythonScripts/
2 Posted by Stuart Beesley ... on 23 Oct, 2025 11:44 AM
Yes. In my useful scripts package there is one for import_categories.
3 Posted by Stuart Beesley ... on 27 Oct, 2025 08:27 AM
FYI. I just updated this script quite a lot. Grab latest from my site. The useful_scripts zip also includes an example csv file too.
Let me know how it works for you?