Importing accounts and transactions from Buxfer

It's easy to move your accounts and transactions from Buxfer to PocketSmith. Use our custom import tool to bring your data over in just a few seconds 🎉

In this user guide

Exporting your accounts and transactions from Buxfer

To start, you will need to export your transactions from Buxfer so that you can import them into PocketSmith.

Buxfer offers a range of file exports, but it is important to choose a CSV download. By importing your exported CSV file from Buxfer, all of your old accounts and transactions that were previously stored in Buxfer will be created in PocketSmith. 

Use the steps below to generate a complete export from Buxfer.

1
Log in to your Buxfer account
2
Once logged in, click the DOWNLOAD icon located in the toolbar.
3
You are able to select a single account or a group of accounts - choose one of these options, add the start date and end date for your file and be sure to choose EXCEL (.csv) from the Format dropdown menu
4
Click  DOWNLOAD and your accounts and transactions will be downloaded to your computer in a CSV file. You can now import this file into our  Buxfer importer!🎈 

Importing your Buxfer files into your PocketSmith account

Now that you have your Buxfer files ready to import into your PocketSmith account, head over to the BUXFER importer and begin the move. 

1
Start by dragging and dropping your Buxfer CSV files directly onto the page.

2
Your files will automatically upload and give you a rough summary of the details about accounts and transactions held. If everything looks good, click Yes, continue importing
3
Wait for your files to be processed 🤓
4

Follow the steps on the import form and fill in bank names and balances. Click  Save and continue when completed.

5
And just like that, you're all done! You have successfully moved from Buxfer to PocketSmith
6
Take a look at the Dashboard, Account Summary page or the Transactions page ( Account Summary > Transactions) to see that your accounts and transactions

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