Import CSV file

ray.weatherby's Avatar


15 Oct, 2016 08:52 PM

I have several years of transactions that I have as a csv file (that was my only option before the service was withdrawn). Is there anyway that I can import these into MonneyDance?

  1. 1 Posted by dwg on 15 Oct, 2016 09:15 PM

    dwg's Avatar

    There are two options

    1. The Text File Importer extension

    2. The CSV Importer extension.

    The first is installed by the menu option Manage Extensions, the second is a third part extension that can be found at:

    You install this manually.

    A point to note is that you cannot use these extensions to import transactions into Investment accounts.

  2. 2 Posted by ray.weatherby on 15 Oct, 2016 09:55 PM

    ray.weatherby's Avatar

    Thank you for that very rapid response.

    I've found the CSV importer extension - and you say that I have to add that
    Can you please advise how I do that?
    I'm new to MoneyDance

  3. 3 Posted by ray.weatherby on 15 Oct, 2016 10:02 PM

    ray.weatherby's Avatar

    I've found the "How To" now.

  4. System closed this discussion on 14 Jan, 2017 10:10 PM.

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