Importing accounts and transactions from MoneyWiz

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

In this user guide

Exporting your accounts and transactions from MoneyWiz

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

It is important to choose a CSV download. By importing your exported CSV file from MoneyWiz all of your old accounts and transactions that were previously stored in MoneyWiz will be created in PocketSmith. 

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

1
Hop in to your MoneyWiz account
2
Run the Profit & Loss report within 'Other'.
3
Choose categories/expense categories and the date range you wish to export for your report. Run the report.
4
Click Expand All found at the bottom left, and click Save Report. Follow the prompts to export to CSV

Importing your MoneyWiz files into your PocketSmith account

Now that you have your MoneyWiz file ready to import into your PocketSmithaccount, head over to the  MoneyWiz importer and begin the move.

1
Start by dragging and dropping your MoneyWiz CSV fil 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 MoneyWiz to PocketSmith
6
Take a look at the Dashboard, the Account Summary page or the Transactions page ( Account Summary > Transactions) to see your accounts and transactions 

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