BETA15

Added more funtionality. Will list when I have time.

BETA14

September 2, 2011

ADD: New Custom Readers. This lets users manage multiple reader settings for their own banks. Create configurations for say: Discover card, VISA, private bank, etc... You denote data columns that can be -Payment-, -Deposit-, date, amount, etc... When you choose a file, it will fill out a drop down list of all the readers that match your csv file format by testing your data. You can then select one to use to import your data by.

BETA13

BETA13 has been released on June 23, 2011. There are no functional changes in the plugin. Only plugin description has been shortened, as a workaround to MoneyDance dialog resizing issue, which meant plugins with long descriptions could not be installed. For detailed changes see release notes.

Comments and Help

To report a bug please use the issues link above.

All questions and development discussion should be in the discussion group.

Moneydance 2011 Support

Since BETA12, the plug-in should fully support Moneydance 2010 and 2011.

Overview

Moneydance plug-in to import transactions from CSV files. Currently Citibank Canada, ING The Netherlands, Wells Fargo and a simple Date/Desc/Credit/Debit formats are supported. If you would wish any other format to be supported, please leave a feature request in the "Issues" or in the "Discussion Group".

The plug-in is still considered BETA, as I have not received much independent testing so far. However, it works well for people who have tried it.

It is distributed under GNU LGPL. Among other things this means that it is free, but that the authors cannot take any responsibility for you using this code.

Installation

• Download the latest plugin from the Downloads tab above.
• Unzip to any folder if you get a zip file. Otherwise rename a straight mxt file to plain mdcsvimporter.mxt to use.
• Open Moneydance, open Extensions menu, and choose Add....
• Select From File... and click Next.
• Select the .mxt file you just unzipped and click Next.
• Click Yes to allow the plug-in to be loaded.
• Inspect the plug-in information and click Finish.

Usage

• Download your monthly bills. Make sure you select CSV file format.
• Open Moneydance, open Extensions and select Import CSV File.
• In the dialog that opens, select the .csv file you downloaded.
• Select account that the transactions should be added to.
• Optionally select "Securely erase file after processing" if you wish.
• Click Process.
• If all goes well, dialog will close. Your imported transactions will appear at the bottom of the account view as You have un-recorded downloaded transactions.