Import List

Import transaction files into Moneydance.

Content

 Rationale  Screenshots  Features  Requirements  Download  Installation  Feedback

Rationale

Personal finance manager Moneydance offers a feature to import transaction files, such as from Quicken.

This extension monitors a given base directory and displays all of its transaction files in a list with two buttons to import and to delete each transaction file.

Screenshots

Import List displays a list of transaction files, each of which can be imported and deleted.

The homepage / summary page of Moneydance 2010: Note the Import List extension in the top right corner.

Features

Integration: Import and delete transaction files seamlessly from the summary page.
Keyboard shortcuts: Press <Alt> + <I> to import all files. Delete all files with <Alt> + <D>.
Filters: The list displays only the files that Moneydance can handle (QIF, QFX, OFX, OFC, and CSV transaction files).
Integrity: The extension is audited and signed with the official Moneydance key.

Requirements

 Moneydance 2015 or newer  Java Runtime Environment, version 6 or newer  Optional: the Text File Importer extension, version 11 or newer

Download

The latest signed version is available on the official extensions repository:  Download Import List

Installation

  1. Add the extension to Moneydance: Choose Add… or Manage Extensions… from the Extensions menu (depending on which version of Moneydance you use).

  2. Display Import List on the summary page: Open the Preferences window and click on the Summary Page tab. The available items should contain an entry named Import List. Add it to the left or right column of the summary page.

  3. Choose a base directory where your transaction files reside. You can always change that one later.

Feedback

Please submit bugs, issues and feature suggestions to GitHub’s issue tracker.