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Import List is an open-source extension for Moneydance® monitoring a given directory for transaction files to import.
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tag: v2

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README.md

Import List

Personal finance manager Moneydance® includes a feature to import transaction files, such as from Quicken™. Using third-party background applications to download transaction files on a regular basis I felt that Moneydance® lacks an overview of which files still have to be imported, which, in turn, forces the user to constantly check on the file system.

As a result, this extension monitors a given directory and displays all of its transaction files in a sortable list inside the homepage view along with two corresponding buttons to import and to remove each transaction file.

Installing the extension

  1. Download the latest signed version of Import List from the official extensions repository.

  2. Add the downloaded extension file to Moneydance® and you will be asked to choose a base directory to monitor. If you want to change the base directory later, you can select Import List from the Extensions menu.

  3. In order to display Import List in Moneydance®'s homepage view, open the Preferences window and click on the Home Page tab. The available items should contain an entry called Import List. Add it to the left or right column of your homepage view.

Building the extension from scratch

Requirements

  • Java SE Development Kit, version 6
  • Apache Ant™, tested with version 1.8.2
  • Moneydance®, tested with version 2010r3

Instructions

  • Run ant genkeys to generate a passphrase-protected key pair.
  • Run ant importlist to compile and sign the extension.
  • The resulting extension file is located in the dist directory.

Further Assistance

Consult the Core API and the developer's kit, both of which are part of the Moneydance® Developer Resources.

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