Importing accounts and transactions from Microsoft Money

You can move your accounts and transactions from Microsoft Money to PocketSmith. Use the custom import tool to bring your data over in just a few seconds.

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In this user guide

Exporting your accounts and transactions from Microsoft Money Importing your Microsoft Money files into a new PocketSmith account Importing your Microsoft Money files into an existing account within PocketSmith

Exporting your accounts and transactions from Microsoft Money

To start, you need to export your transactions for each account from Microsoft Money

1

Open Microsoft Money Plus 

2

Click on the File menu, then select Export...

3

In the Export window, select Strict QIF

4

The file name and folder where the exported QIF data should be saved on your computer.

Note

Files must be OFX, QFX or QIF format. CSV file formats are not supported with the MS Money importer.

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Importing your Microsoft Money files into a new PocketSmith account

Now that you have your Microsoft Money file(s)  ready to import into your PocketSmith account, you can access the importer easily from here - Microsoft Money importer. Just follow the instructions below!

1

Select your exported Microsoft Money files from your computer and drag and drop them directly onto the page. 

4

PocketSmith will show you each of your uploaded accounts. Add account names, banks names and balances.

5

When all Microsoft Money files have account names, bank names and current balances, click the Start import

6

Once the import is complete, view the imported transactions by clicking on the Categorize [number] transactions button

7

Hooray! You have now successfully migrated from MS Money to PocketSmith!

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Importing your Microsoft Money files into an existing account within PocketSmith

1

Head to the Account Summary page ( Manage > Account Summary)

2

Locate the account you want to upload your QIF file to and click  MANAGE ACCOUNT

3

Select  Upload bank file

4

Drag and drop the QIF (or use the  Choose file option) to add your file to this account

5

Fill out the following form with your preferred  import options and click Import transactions