Moneydance to CSV Converter

About This Moneydance Converter

This Moneydance to CSV converter gives you a streamlined workflow for turning the QIF exports you create via File > Export > QIF into analysis-ready spreadsheets. Everything happens inside your browser, so budgets, investments, and banking activity stay private. The parser understands Moneydance split transactions, memo fields, check numbers, and running balances, then normalizes dates and amounts. You can review the first fifty rows instantly, download a tidy CSV, or copy the file straight into Excel, Google Sheets, Power BI, or any accounting platform that expects comma-separated data.

Competitor tools often skip splits or lump all transfers into one category. This page resolves that by expanding each split line into its own CSV row, making reconciliation predictable and pivot-table friendly. Because the code is intentionally lightweight, it loads faster than heavy React dashboards, beating most third-party sites on the Core Web Vitals metrics Google expects. Use it offline by saving the page, or embed it inside internal finance portals without extra dependencies.

How to Use the Converter

Inside Moneydance, open the account you want to export, choose File > Export > QIF, select the date range, and save the file. Drag the exported QIF into the upload card above or paste its content into the text area. Click Convert to CSV and the tool instantly parses the file, highlights totals, and prepares the CSV output. Use the quick filter box to validate payees or categories before exporting. When you are satisfied, press Download CSV to save the cleaned dataset or Copy CSV for a clipboard-friendly version you can paste into spreadsheets.

You can optionally click Create Summary Permalink to produce a privacy-safe link that stores only aggregate totals and category breakdowns in a URL fragment. Send the link to teammates so they understand the shape of the data without sharing sensitive transaction-level details.

Tips for Cleaner Data

Before exporting, reconcile your Moneydance accounts so cleared and uncleared transactions are easy to separate in the CSV. If you track reimbursable expenses, apply consistent category names in Moneydance; the converter keeps your tags intact, which makes filtering effortless later. For large ledgers, break exports into yearly files—performance stays instant and you will avoid hitting spreadsheet row limits. When a transaction contains multiple splits, the CSV uses an additional line for each split with the same base transaction ID, so you can pivot by category while retaining original notes. Finally, use the permalink feature when you need to report totals or trends without disclosing exact amounts line by line.

FAQs