We have custom import tools for a range of PFMs, including: Mint, Microsoft Money, Quicken, YNAB, Buxfer, Pocketbook, MoneyWiz, Toshl, Moneyhub, Moneydashboard, Moneydance, Banktivity, Moneybrilliant, Monarch Money, and My Prosperity.
When first setting up your PocketSmith account, use the Upload your data option to access the relevant custom import tool. These tools import your transactions and categories, making the switch to PocketSmith easy!
Most personal finance apps also have the option to export your data into files that you can upload to PocketSmith. OFX, QFX, QIF and CSV files are all supported by PocketSmith, though we think OFX files are the most reliable. Just make sure you export your accounts one at a time, so you have a separate file for each account you want to replicate in PocketSmith.
Check out our extensive list of guides to see if we have a guide for moving to PocketSmith from your particular PFM.
Note
If we don't have a custom import tool for the software you are currently using, let us know! We are always keen to build new ones and can usually develop a tool by seeing a complete set of exported data from your old PFM.
Are you interested in helping? Email us at [email protected] with an export from your old PFM.