Importing your data from MoneyWell to MoneyWiz is easy. We have a lot of clients coming from MoneyWell and the import works well for them. MoneyWell can export accounts to a QIF format. MoneyWiz not only supports import from this file type, it will import the transfers between your accounts as well as split payments you may have on your accounts, payees and categories.

Before starting to export your accounts, please take a note of their Opening Balance. You would need this information when creating your account in MoneyWiz. For the accounts to come up with the right balance after the import they need to have their Opening Balance set as of the date of the first transaction that you will be importing.

Please note that if you don’t import all accounts, the other accounts might not come up with the correct balances, because of the transfers between them and the accounts you haven’t imported.

Review the Import OFX, QFX, QIF, CSV and MT940 files from banks or other applications guide to see how to set up MoneyWiz before you import your data to MoneyWiz.