Importing

Manually import transactions from other finance applications or your bank.

15 articles in this collection
Written by Iliya Yordanov and Pawel

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

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

Written by Pawel
Updated over a week ago

Other

Support for Apple Card

Apple does not allow us to access your transactions made via Apple Card.

Written by Iliya Yordanov
Updated over a week ago

How do I format CSV file before importing?

Help MoneyWiz understand your CSV file by introducing some modifications.

Written by Iliya Yordanov
Updated over a week ago

How do I reformat my CSV file to remove Transaction code?

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

Written by Pawel
Updated over a week ago

Importing from other applications

Importing from Banktivity (formerly iBank) to MoneyWiz

Written by Iliya Yordanov
Updated over a week ago

Importing from MS Money (Microsoft Money) to MoneyWiz

Written by Iliya Yordanov
Updated over a week ago

Importing from new Jumsoft Money to MoneyWiz

Written by Iliya Yordanov
Updated over a week ago

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

Written by Iliya Yordanov
Updated over a week ago

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

Written by Iliya Yordanov
Updated over a week ago

Importing from Quicken for Windows to MoneyWiz

Written by Iliya Yordanov
Updated over a week ago

Importing from SplashMoney to MoneyWiz

Written by Iliya Yordanov
Updated over a week ago

Importing from MoneyWell to MoneyWiz

Written by Iliya Yordanov
Updated over a week ago

Importing from Quicken Essentials for Mac to MoneyWiz

Written by Iliya Yordanov
Updated over a week ago

Importing from PocketMoney to MoneyWiz

Written by Iliya Yordanov
Updated over a week ago

Importing from MoneyDance to MoneyWiz

Written by Iliya Yordanov
Updated over a week ago