Importing accounts and transactions from MoneyWiz

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

Log in to your MoneyWiz account

2

Click on the Bank  icon, and then head to File > Export

3

Choose the accounts and the date range you wish to export for your report, ensure that CSV is selected, and click Export 

4

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 PocketSmith account, head over to the  MoneyWiz importer and begin the move.

1

Drag and drop your MoneyWiz CSV file directly onto the importer or click Choose file to select the file from your computer

2

PocketSmith will display a summary of the accounts and transactions within the file. 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,  Account Summary, or the  Transactions page to see that your accounts and transactions

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