Importing categories

ray.weatherby's Avatar


18 Oct, 2016 09:17 AM

I have a .csv file of transactions from another system that has ceased to exist. I have managed to import this into ManeyDance using Import Textfile.

I have two questions
1) Can I import categories - my .csv file includes categories that I'd like to keep if possible.
Or do I have to ignore that field and re categorise?
If I do that is there any automation for this import (there are about 6000 transactions).

2) My .csv file has memo and comments. I can see from the Import Textfile there is reference to memo. However, I do not see where these end up? Are they used? Can they be?

Ray Weatherby

  1. 1 Posted by -Kevin N. on 18 Oct, 2016 12:23 PM

    -Kevin N.'s Avatar

    Hi Ray,

    Try using the 'Account' designation to import your Categories.

    It has been my experience that the 'Memo' field does import as expected.

    I should mention that there is a free, third-party CSV Importer for Moneydance. It is more robust than the Text Importer.

    You can download directly from the developers website. (this version is ONLY suitable for MD 2015 and above)

    There is a 'How to use it' document towards the bottom of the webpage.

    If you need help with setting it up, let me know and I'll try to lend a hand.

    -Kevin N.

  2. System closed this discussion on 17 Jan, 2017 12:30 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? 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