Exporting your accounts and transactions from Home Accountz
You will need to export the transactions in a separate CSV file for each account in order to import them into PocketSmith.
- Open Home Accountz and go to the Transactions table.
- Filter to show the transactions for a single account.
- Click the export icon in the top-right of the transactions table.
As shown in the Home Accountz manual
Importing your Home Accountz files into PocketSmith
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.
Now you have your CSV files from Home Accountz, and you can then import these into PocketSmith.
- From the Welcome screen, select Bring your own data > Upload files from your bank or click this link to open the quick importer directly: Quick importer.
- Follow the instructions in the quick importer to import the individual CSV files for each of your accounts.
For more details on this importing process, check out the following guide: Importing bank files from the welcome page.
- Your accounts and transactions from Home Accountz have now been imported into PocketSmith 🎉