MoneyWiz

MoneyWiz can import your bank statement files as well as files exported from other apps!

About manual data import

MoneyWiz can import many different file formats. Learn how to initiate a manual import to bring transactions over from a different source.

How to import a CSV, QIF, OFX, QFX or MT940 file from bank or other application?

Iliya Yordanov

Manually import transactions from other finance applications or your bank.

Importing

Help MoneyWiz understand your CSV file by introducing some modifications.

How do I format CSV file before importing?

If your CSV file shows amounts in absolute values and distinction between expenses and incomes is in another column, read this.

How do I import a CSV file with transaction code column?

3rd Party Data/Bank Importers

Other

Importing from Banktivity (formerly iBank) to MoneyWiz

Importing from MS Money (Microsoft Money) to MoneyWiz

Importing from new Jumsoft Money to MoneyWiz

Importing from You Need a Budget 5 (YNAB 5) to MoneyWiz

Importing from You Need a Budget 4 (YNAB 4) to MoneyWiz

Importing from SplashMoney to MoneyWiz

Importing from MoneyWell to MoneyWiz

Importing from Quicken Essentials for Mac to MoneyWiz

Importing from PocketMoney to MoneyWiz

Importing from MoneyDance to MoneyWiz

Importing from other applications

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