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.
Log in to your Buxfer account
Once logged in, click the
DOWNLOAD icon located in the toolbar.
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
- 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.
Start by dragging and dropping your Buxfer CSV files directly onto the page.
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
Wait for your files to be processed 🤓
Follow the steps on the import form and fill in bank names and balances. Click Save and continue when completed.
And just like that, you're all done! You have successfully moved from Buxfer to PocketSmith
Take a look at the Dashboard, Account Summary page or the Transactions page (
Account Summary >
Transactions) to see that your accounts and transactions