You need to select the Moneydance transaction field that corresponds with the column in the CSV file. "Field 2" is column 2, to the right of the first column, and so on. Each of these fields represents a column in the CSV file.įor example - "Field 1" is the first, left-most column in the file. The next window displays a list of fields. This will allow you to see the file contents and you can check the delimiter, the date format and the decimal used. If you're unsure of any of these settings, open the CSV file with a text program like NotePad or TextEdit. Then specify either a period '.' or comma ',' as the decimal used in the file and click Next.You may need to change the date format to the format used within the file."Fields Delimiter" is the character that's used in your CSV file to separate the fields.Specify the account you'd like to import data into.Select the file CSV you'd like to import. Open Moneydance and choose File > Import. OFX and QFX files are the best format, with QIF files being the second best and CSV files being a distant third.
There is no standard order for the columns in a CSV file or names for those columns.Īs a result of this, the import process for CSV files is more involved than any other standard format.įor this reason, we recommend using either OFX, QFX or QIF files for importing your data whenever possible. It is very versatile and not specifically designed to contain financial information.Īs such, there is no standard way for a bank to store data in such a file. The CSV (comma separated values) format is essentially a table of rows and columns, like a spreadsheet. Solution home Moneydance Documentation Online Banking and Bill Pay Importing CSV files
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