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Moving to PocketSmith

Moving to PocketSmith

Moving to PocketSmith from another personal finance app

PocketSmith makes it easy to switch from other Personal Finance Managers. Bring your data over in a few easy steps!

Useful things to know when moving from YNAB

Tips and tricks to help with making the move from YNAB to PocketSmith.

Importing accounts and transactions from YNAB

You can move your accounts and transactions from YNAB to PocketSmith. Use the custom YNAB import tool to bring your data over in just a few seconds. 

Importing accounts and transactions from Quicken

Easily import your accounts and transactions from Quicken using our custom import tool.

Importing accounts and transactions from Buxfer

Easily import your accounts and transactions from Buxfer using our custom import tool.

Importing accounts and transactions from Pocketbook

Easily import your accounts and transactions from PocketBook using our custom import tool.

Importing accounts and transactions from Money Dashboard

Use the custom Money Dashboard import tool to bring your data over in just a few seconds!

Importing accounts and transactions from Mint

Easily import your accounts and transaction data from Mint using our custom importer.

Importing accounts and transactions from MoneyWiz

Use the custom MoneyWiz import tool to bring your data over in just a few seconds! 

Importing accounts and transactions from Microsoft Money

Use our custom import tool to bring your MS Money data over in just a few seconds.

Importing accounts and transactions from Home Accountz

You can move your accounts and transactions from Home Accountz to PocketSmith. Use our quick importer tool to bring your data over.

Importing accounts and transactions from Monarch Money

Use the custom Monarch Money import tool to bring your data over in just a few steps!

Importing accounts and transactions from MoneyBrilliant

Easily import your accounts, transactions, and categorisation from MoneyBrilliant using our custom import tool.

Importing accounts and transactions from Moneyhub

Easily import your accounts and transaction data from Moneyhub using our custom importer.

Importing accounts and transactions from Toshl

Use our custom import tool to bring your Toshl data over in just a few steps!

Importing accounts and transactions from Banktivity

Easily import your accounts, transactions, and categorisation from Banktivity using our custom import tool.

Importing accounts and transactions from My Prosperity

Easily import your accounts, transactions, and categorisation from My Prosperity using our custom import tool.

Importing accounts and transactions from Moneydance

Easily import your accounts, transactions, and categorisation from Moneydance using our custom import tool.

Importing accounts and transactions from Frollo

Use our custom import tool to bring your Frollo data to PocketSmith in just a few steps.