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.
Log in to your MoneyWiz account
Click on the
icon, and then head to
Choose the accounts and the date range you wish to export for your report, ensure that
CSV is selected, and click
Your CSV file will now be ready to import into PocketSmith!
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.
Drag and drop your MoneyWiz
CSV file directly onto the importer or click
Choose file to select the file from your computer
PocketSmith will display a summary of the accounts and transactions within the file. 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 MoneyWiz to PocketSmith
Take a look at the Dashboard, the Account Summary page or the Transactions page (
Account Summary >
Transactions) to see your accounts and transactions