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. Moneydance is a powerful yet easy to use personal finance app for Mac, Windows, Linux, iPhone and iPad. With Plaid I guess there’s one less party involved. 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.
#MONEYDANCE IMPORT CSV UPDATE#
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. PRN file is really a traditional CSV file which should also work for us. CSV Importer: Import transactions from multiple download formats, including: Discover card, VISA, your private bank, etc. MoneyWiz not only supports import from this file type, it will import the transfers between your accounts as well as split payments you may have on your accounts, payees and categories. Importing Exchange Rates into Moneydance to load the rates into Moneydance. MoneyDance can export accounts to a QIF format. I was using Tiller ( ), pulling from US and European banks to a Google sheet, then a command line tool to pull CSV from there. We have a lot of clients coming from MoneyDance and the import works well for them.
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