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.
In this user guide
Exporting your accounts and transactions from Microsoft Money
To start, you need to export your transactions for each account from Microsoft Money
Files must be OFX, QFX or QIF format. CSV file formats are not supported with the MS Money importer.
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!
Select your exported Microsoft Money files from your computer and drag and drop them directly onto the page.
PocketSmith will show you each of your uploaded accounts. Add account names, banks names and balances.
When all Microsoft Money files have account names, bank names and current balances, click the
Once the import is complete, view the imported transactions by clicking on the Categorize [number] transactions button
- Hooray! You have now successfully migrated from MS Money to PocketSmith!
Importing your Microsoft Money files into an existing account within PocketSmith
Select Upload bank file