Select your account and choose Account > Edit Account. If you want to check which date format has been used, open the QIF file with a text program like TextEdit or NotePad to view the file contents. The date format may not always be the format you'd expect. You'll see a list of your accounts and you can choose which account you want to import the transactions into.Īt the bottom of the window, the program will try to determine which date format and decimal character have been used within the file. If you choose "Remember this Choice" Moneydance should identify the correct account and import automatically in subsequent imports. Moneydance will attempt to match the imported account with your existing accounts. Your account number will be displayed, and below this you can choose which account you'd like to import the data into. From here the process differs depending on what type of file you are importing - QIF or OFX and QFX files. Open Moneydance, select File > Import, then navigate to and select the file.Īlternatively, you can open Moneydance and drag the downloaded file into the Moneydance program window. If your browser does not offer this option, save the file on your computer. If your web browser prompts you in this manner select “Moneydance”. Īfter downloading a file from your bank's website, many web browsers will automatically ask which program you want to use to open the downloaded file. Importing CSV files is outlined in this article. These files are sometimes referred to as Quicken or MS Money files.ĬSV files can also be imported, but the import process is slightly more involved.
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If these formats aren't available, you can download QIF files instead. We recommend you download your transactions as QFX or OFX files. If you're struggling to find the download feature, we recommend contacting your bank as they should be able to advise exactly how you can download from their site. Unfortunately, we can't advise where you'll find the download option as each bank's website is different. Then log in and look for a download option. To download transactions, open a web browser and visit your bank's website. You can use a web browser to download transactions from your bank's website. If your bank does not support automatic downloads using Direct Connect, you can still easily import your data into the program.
Solution home Moneydance Documentation Online Banking and Bill Pay Importing QIF, OFX or QFX files
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