We work very hard to make it possible for you to import your data automatically, which is why we've integrated with 4 different Online Banking data providers. However, you occasionally still might need to import a manual statement file, for example when migrating from another application. This guide contains links to all the relevant guides you might need during import.
Importing from another application
Use the following guides to import data from your previous application:
Please note that guides above simply explain how to prepare and perform export in your current application. In case we don't have a specific guide for your app, please consult the relevant help guides to learn how to initiate an export and then see the following guide to learn how to import that file into MoneyWiz.
Importing from a different source
MoneyWiz can import CSV, QIF, OFX, QFX and MT940 files exported from other sources. Please see this guide to learn more about the import process.
Other guides you might be interested in: