tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/2846-extension-text-file-importerInfinite Kind: Discussion 2016-11-04T15:58:55Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/406850992016-09-07T10:37:41Z2016-09-07T10:37:41ZExtension text file importer<div><p>Hi,</p>
<p>Are there any other formats available for download from your
bank? I'd recommend you make sure your bank doesn't offer files in
the OFX, QFX, OFC, or QIF formats (sometimes called Quicken or MS
Money files). Any of those will import easily into Moneydance by
selecting the downloaded file using the File --> Import menu
item.</p>
<p>If all you have to work with is an Excel file, you'll want to
save this to the 'CSV' file format in Excel. The CSV format is
essentially a flat table of rows and columns. It is very versatile
and it is not specifically designed to contain financial
information. As such there is no standard way to store financial
data in such a file. As a result of this the import process for CSV
files is much more involved that any other standard format.</p>
<p>The 'Text File Importer' extension allows you to specify which
columns in a CSV file should correspond to which fields in a
Moneydance transaction. If you have downloaded and installed the
extension, you can follow the instructions in <a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/how-to-import-csv-files-using-the-text-file-importer-extension">
this article</a> to import your CSV file into Moneydance.</p>
<p>I hope this information is helpful. Please let me know if you
have further questions or need assistance importing your data.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny