Importing accounts and transactions from Pocketbook

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

In this user guide

Exporting your accounts and transactions from Pocketbook

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

By importing your exported CSV file from Pocketbook, all of your old accounts and transactions that were previously stored in Pocketbook will be created in PocketSmith.   

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

1
Sign in to your PocketBook account
2
Once logged in, click on Transactions in the top tool bar.
3
On the bottom left hand side of the window locate and click on the  Export (CSV) button.
4
A file containing your accounts and transactions will download to your computer. You can now  import this file into our  Pocketbook importer! 🎉

Importing your Pocketbook files into your PocketSmith account

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

1
Start by dragging and dropping your Pocketbook 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. 

5
Click  Save and continue when completed, and just like that, you're all done! You have successfully moved from PocketBook to PocketSmith 👍
6
Check out the Dashboard, Account Summary page or the Transactions page to see accounts and transactions

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