Importing accounts and transactions from Home Accountz

You can move your accounts and transactions from Home Accountz to PocketSmith. Use our quick importer tool to bring your data over 🚚

Exporting your accounts and transactions from Home Accountz

You will need to export the transactions in a separate CSV file for each account in order to import them into PocketSmith.

1. Open Home Accountz and go to the Transactions table.
2. Filter to show the transactions for a single account.

3. Click the export icon in the top-right of the transactions table.

   

Importing your Home Accountz files into PocketSmith

Now you have your CSV files from Home Accountz, and you can then import these into PocketSmith.

1. From the Welcome screen, select Bring your own data > Upload files from your bank or click this link to open the quick importer directly: Quick importer.

2. Follow the instructions in the quick importer to import the individual CSV files for each of your accounts.

   For more details on this importing process, check out the following guide: Importing bank files from the welcome page.

3. Your accounts and transactions from Home Accountz have now been imported into PocketSmith 🎉