![]() File -> Import, then choose the CSV file to Import.Make a new credit card account and name it (before importing the first file).The Apple Card transactions can be imported into Moneydance with these steps: If the user wants to manually upload the data to the Cloud, that’s on him. However, sending data only to the user does not violate this. Note that Apple’s original objection to providing anything other than PDF files was that they did not want to allow direct connections from other financial vendors (e.g. So, hopefully, we will soon see other forms of data export. While this process was less work than entering the whole statement manually, it was more work than doing a load of a. ![]() Once I did that, the data loaded correctly. Now, I needed to associate each field with a defined field in Moneydance. So I deleted the troublesome numbers and the file was able to load. By looking at the file, I could see that what had been identified as a long numeric string was actually an alphanumeric string that was part of a merchant sub-identifier. My initial attempt to import the file into Moneydance failed, giving a Java.error on some of the numeric data. So, I opened copies in Numbers (to see it as a spreadsheet) and BBEdit (to see the raw text). qfx file extension.īecause I hadn’t worked with importing a csv file into Moneydance before, I wanted to examine this file a bit more closely. Every other credit card I use has an option to export in ‘Quicken’ format, commonly denoted with a. If you purchased an earlier version of Moneydance, then you are entitled to the new version at 50% off just a small thank you for being a loyal customer.I tried it out last night for import to Moneydance using my December statement as a test. This is a free upgrade for anyone who has purchased Moneydance 2017 or 2019. Added a setting to ignore the OFX/QFX TRNTYPE in downloaded bank transaction amounts and rely solely on the sign of the amount.Override downloaded credit card transactions with a transaction type of ‘payment’ and negative amount to have a positive amount.Show the abbreviated list of available currencies in the currency override popup of the QIF import settings.QIF importer now uses 50 (instead of 70) as the year cutoff to determine whether the century part of the year is 19 or 20.Allow for slightly different dates when eliminating duplicate transfers in QIF imports.No longer add caret prefix to stock ticker symbols imported from QIF files.No longer show security accounts in the QIF import settings as they just add clutter with no functional benefit.Importing CSV and other delimited files now provides an option for when to merge transactions that seem like duplicates.Fixes to importing specific QIF import files which specify an account header for a single account.Fixed bug in OFX parsing which caused some western characters to be incorrectly decoded from non-UTF8 files.Workaround for issue with Amazon-purchased keys not working in recent updates.Minor tweak to downloaded transaction sidebar headers.Improved visibility of the selected date period in the budget manager when using the solarized dark theme.Tidy up buy/sell markers in security detail graph.Changed pie graph label lines to observe the current theme, meaning that they are now visible in dark mode. ![]()
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