Welcome

This is a home page for foxtrot, an extension for Moneydance.

Use case

If you use your browser to manually download transaction files (ofx, qfx, csv ...) from your banks, brokers ..., this extension can auto-submit those files to Moneydance to be imported (saving you a couple of manual steps).

What does it do?

foxtrot monitors a set of directories for newly created files with the following suffixes: (to enable additional suffix(es), see this link)

"ofx", "qfx", "ofc", "qif", "csv", "tsv"

To install

• download foxtrot.mxt from Downloads Link
• install by drag-and-drop file foxtrot.mxt onto Moneydance

To configure

• Select menu "Extensions -> Foxtrot ..."
• Update the Directories list
  • To add: drag-and-drop a directory to be monitored
  • To delete: select from list. Then hit 'Delete' key (from keyboard)

To test

• Create a new QFX file (such as copy an existing one to a new name) in one of the monitored directory, you should then be prompted by Moneydance to import.

For help

• Post a message in Moneydance public forum
• You can also log an issue

Additional selectors

By default, I've excluded the txt suffix. If you would like to auto-import txt file, you can add the following line to the "Additional selectors" text box

.*.txt$

If you prefer to use Stan Towianski's CSV Importer extension for csv and txt (instead of the build-in MD importer):

• Install the extension
• and select the "mdcsvimporter" checkbox.

Kudos

The following people gave input and help with testing

• Derek
• Kevin
• dwg
• Mike