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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! Exporting your accounts and transactions from MoneyWizTo 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 Bank icon, and then head to File > Export Choose the accounts and the date range you wish to export for your report, ensure that CSV is selected, and click Export Your CSV file will now be ready to import into PocketSmith!Importing your MoneyWiz files into your PocketSmith accountNow that you have your MoneyWiz file ready to import into your PocketSmith account, 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, Account Summary, or the Transactions page to see that your accounts and transactions Still need help? Contact Us Contact Us Last updated on March 11, 2025

Local_offerPlan PocketSmith Free buildTask type Moderate listSteps 5 timelapseTime required 15-30 minutes favoriteGrab a... Muffin or brioche Can you say, hand-on-heart, that you know exactly where every cent you've spent has gone? It's true, most of us can't, because we don't keep tabs on every single transaction we make. However, having a clear picture of where your money goes is key to getting your budgets accurate. Here's where we can help. PocketSmith will show where your money is going - all you need to do is group your spending. We call these expense categories and, together with some data from your bank, you’ll see your spending right in front of you. Meaning you can accurately compare your actual spending to your budgets and see how much money will be in your account for the next six months. Step 1. Get your transactions from your bank Your bank account holds a wealth of details about where your money is going. We can use that information to help so let’s share it with your PocketSmith account. Start by heading over to your online banking. Each online banking website will look different, however, most should provide an option to export your transactions. Download the last three months of your history in any of these file types: OFX (recommended), QFX, QIF, or CSV. For more in-depth information on file types and exporting bank files, check out our handy guide to preparing your bank files & accepted file types. Step 2. Add your transactions to

Overlapping dates outThis can be fixed by changing the overlapping option when importing the file but be aware of deleting existing transactions.Read more: 'Import failed because there were no transactions to import'Import failed due to an unknown error This error can occur due to an incorrectly selected CSV format or due to various formatting errors within the file.Expense transactions are showing as income after importing a bank fileIf you've imported a bank file and notice that the transactions are showing expenses as income, and income as expenses, this is likely due to the way the bank has listed the transaction amounts in the bank file.The good news is this is really easy to fix, and you can be fixed by choosing the Amounts in this statement file are reversed option when importing the file.Read more: Expense transactions are showing as income (or vice versa) after importing a bank fileTransaction dates are incorrect after importing a bank fileWhen importing CSV and QIF bank files, PocketSmith will try to work out the date format that has been uploaded without asking you for additional input.If the file has been opened in Excel before importing, PocketSmith may import transactions with the incorrect date format.The easiest fix is to re-download the file and import it into PocketSmith without opening it in any application first.Read more: Transaction dates are incorrect after importing a bank fileAre you still having trouble?Please get in touch, and if possible, include a copy of the file causing the trouble. This will help us investigate further.

+ Add to Compare What is PocketSmith and how does it work? PocketSmith is a personal finance software that comprises various useful tools, helping people shape their own financial path. The platform lets users know their transaction history, generate insights over it and suggests the key areas where money can be saved. The software assures absolute freedom to users, enabling them to create their own customised plans that work best for them. PocketSmith is safe and secure and it doesn’t ask users to share their personal information while using it. The highly active customer service team of PocketSmith offers assistance in every possible way, enabling users to take full control of their money. The software categorises, labels and annotates the way users spend their money. It also works with multiple currencies and automatically converts them based on the daily rates. PocketSmith provides a budget calendar to schedule upcoming bills. It also allows users to see their daily bank balances up to 30 years into the future. Read more SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more Features 97% Reviews 60% Momentum 68% Popularity 85% View Details 86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Money Dashboard Manage your personal finances and grow savings accordingly 3.2 Based on 79 Ratings View Details + Add to Compare What is Money Dashboard and how does it work? Money Dashboard

Includes tools for managing and tracking investments.Real Estate Management: Users can manage rental properties or other assets within the app.Who Should Use Quicken?Quicken is for users who want an all-in-one tool, particularly those managing investments and real estate.6. PocketSmithPocketSmith offers forecasting tools, allowing users to project their financial future based on current income and expenses.Key Features:Financial Forecasting: PocketSmith uses financial projections to help users plan long-term.Calendar-Based Budgeting: Users can visualize budgets over time on a calendar.Multi-Currency Support: Supports multiple currencies, making it great for international users.Who Should Use PocketSmith?PocketSmith is for users interested in forecasting and visualizing future financial scenarios.7. SpendeeSpendee offers a customizable, user-friendly interface for expense tracking and budgeting, along with multi-currency support.Key Features:Shared Wallets: Users can create shared wallets for group or family budgets.Currency Support: Spendee is suitable for users who need to track expenses in multiple currencies.Bill Reminders: Helps users keep track of recurring expenses.Who Should Use Spendee?Spendee is ideal for users looking for a visually appealing app with collaborative budgeting features. 8. MoneydanceMoneydance is a desktop-based personal finance software known for its great tools for budgeting, expense tracking, and investment management.Key Features:Investment Tracking: Moneydance allows users to track investments and monitor stock performance.Bank Sync: Connects with banks to automatically download and transaction categorizationGraphing and Reporting: Offers detailed reports and graphs for analyzing spending trends.Who Should Use Moneydance?Moneydance is ideal for users seeking a desktop-based solution with robust investment tracking and reporting.Frequently Asked Questions (FAQs) What’s the most effective way to start managing personal finances?Creating a budget is the cornerstone of personal finance management. Start by tracking your monthly income and expenses, then set clear categories for essential expenses, savings, and discretionary spending. Banktrack is the app you need to manage your personal finances in the best way.How can I stay consistent with expense tracking?Using personal

PocketSmith Let’s share that information with your PocketSmith account. Click on the instructions to change the picture. To add your bank file, head over to Accounts > Account summary. Under your preferred account click on ‘Manage account’. You’ll see a range of options, in the middle column choose ‘Import bank file’. Add your bank file by dropping it in, or, clicking on ‘Choose file’ and selecting if from your computer. Once your file has been uploaded, click ‘OK’. If you’re using a CSV file, you’ll also need to tell PocketSmith which column has what information in it. Don’t worry, it’s easy and here’s a handy CSV file formats guide. Congratulations, your account is now populated. You can see a list of your transactions by heading over to Accounts > Transactions. You'll also find a handy graph of the balance history for this account. Step 3. Group your spending Now for the fun part. You’re going to group your spending into categories to see where your money goes. PocketSmith can help you find similar expenses with a simple click. Click on the instructions to change the picture. Head over to Accounts > Categorize items. Before you click, you’ll notice the number of uncategorized items you have. Don’t worry if this number is big. With a few rules you’ll group most of them automatically. Once on the page, you’ll find your transactions are each listed in a card with their details. Select the first one. Now group it by choosing an appropriate