Introduction

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.

Preparation

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.

Exporting from your current application

  1. Go to file -> Export.
  2. Choose file name and location. You can choose any location you prefer. Usually the easiest thing to do is to save the file to the Desktop.
  3. Make sure that the “Export selected accounts & buckets only” is not checked, and click Export.

Importing to MoneyWiz

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.

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