Importing your data from PocketMoney to MoneyWiz is easy. We have a lot of clients coming from PocketMoney and the import works well for them. PocketMoney 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.
Exporting from your current application
Accounts have to be exported one by one, in separate files. This means that you'll also need to import the accounts one by one.
To begin, enter one of your accounts and find the export button at the bottom:
From the menu that appears, select "Open In" and then select an export format. MoneyWiz should be able to import QIF, OFX and CSV but let's select QIF this time.
If you have an export configuration, select it. Otherwise select "New configuration". The default settings are OK so just continue pressing "Validate" in the top-right until you get the iOS Share Sheet. Then you can either directly send the file to MoneyWiz (but remember that you need to create all accounts in MoneyWiz prior to import) or save the file in some storage (like Apple's Files.app), e-mail to yourself, etc.
That’s it! The accounts have been exported in the QIF file that you have exported.
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.