PocketSmith has a range of tools that make moving from other Personal Finance Management apps a breeze. Use the custom Frollo importer to upload your transactional data directly into PocketSmith, meaning all your accounts and categorisation will be imported ✨
Important
When importing data from another app, we recommend using a fresh PocketSmith account to avoid creating duplicate bank accounts.
If you have just started your PocketSmith journey and already have some data in your account, it's best to reset your PocketSmith before attempting to import data from your previous Personal finance management app.
For details on restarting your account, see: Options for resetting your PocketSmith account.
Exporting your accounts and transactions from Frollo
Head to this page to learn how to export your data from Frollo. Once you have exported your file, you are ready to import it into PocketSmith 💾
Importing your Frollo file into your PocketSmith account
Once you've created your account at PocketSmith, you're all set to import your Frollo data. The Frollo import tool allows you to upload your CSV file to PocketSmith, recreating all your categories, transactions, accounts, and financial institutions.
- From the Welcome page, Select Start here from the Upload your data option
- Then select MOVE FROM ANOTHER APP
- Select Frollo from the selection of custom import tools
- Drag-and-drop your Frollo CSV file directly onto the page, or click Choose file to select the file from your computer.
- Follow the steps outlined by the custom import tool to complete uploading your data to PocketSmith 🙌
Next steps
Once your historic data is imported into PocketSmith, if you're on a paid plan, you can add feeds and link these to your existing accounts to automatically import your latest transactions⚡️ Check out the following guides:
If any of your accounts do not have a feed available, or you’re using our free plan, you can use bank files to keep your latest transaction data up to date ⬆️: