We have migration tools for a lot of personal finance management (PFM) products
When first setting up your PocketSmith account, use the Upload your data option to access the relevant custom import tool. If you have already created a PocketSmith account, you can access this by going to Manage > Express Migration Tool.
We have custom importers for the following products:
- Moneydashboard
- My Prosperity
Note
If we don't have a custom importer for the product you are currently using, let us know! We are always keen to build new ones and can usually develop an importer by seeing a complete set of exported data from the current app that you are using.
Are you interested in helping us create a new importer? Email us at help@pocketsmith.com with an export from your old tool.