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Moneydance import csv1/26/2024 ![]() Ideally I want to get timely data every day (the easiest way to stay on top of the books), so the manual downloading (click, wait, click, relogin after timeout., wait, wait for paypal’s download, retry when it gets stuck.) gets really tiresome. My current alternative is manually visit each bank’s site and download CSV. Make a new credit card account and name it (before importing the first file) File -> Import, then choose the CSV file to Import. use in a web browser), tab-delimited, or comma-delimited (CSV, for use in a. With Plaid I guess there’s one less party involved. If you purchased Moneydance from the Mac App Store, then you can go here to download the extension, then drag and drop it onto the Moneydance window to install it. Preparing Moneydance for Quicken Import and Importing Additional Information. This is more developer friendly and gets the latest data to me faster, but the data is not quite as good as Tiller/Yodlee’s, at least for Wells Fargo bank Plaid gives more truncated transaction descriptions.īoth of these have the big downside of sharing your bank credentials with others. Open Moneydance, select File > Import, then navigate to and select the file. This worked well except for not handling foreign currency (it calls everything $), adding a bit of extra latency/uncertainty on top of the back end (Yodlee), and eventually forgetting to update your sheet unless you manually visit it every so often.Ĭurrently I’m using plaid2qif ( ) to pull CSV from US banks via Plaid’s ( ) API. Navigate to your QIF file, select the file, and click 'OK'. You can set up your chart of accounts as desired, then set the opening balance for each account. Unless having your complete history in one software is an absolute must, you could just plan to start using GnuCash on the fist of the new year. If you would like to open a new, blank data file before importing go to File -> New and choose 'Minimal Account Set,' then go to File -> Import. The importer will allow you to designate every column on your csv file to an appropriate matching field. ![]() I was using Tiller ( ), pulling from US and European banks to a Google sheet, then a command line tool to pull CSV from there. If you already have run Moneydance and have an existing Moneydance data file, navigate to File -> Import.
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