Introduction

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.

Orientation

In this guide we’ll cover the following areas:

• Preparation
• Exporting from your current application
• Importing to MoneyWiz

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

Go to the machine wheels in the upper right corner:

Then to Data Transfers:

In the Date Transfers screen you need to adjust the properties the following way:

• Transfer Mode: Set it to SyncDocs, if it isn’t set to that already.
• File Encoding: Select Unicode (UTF-8)

Continue to the QIF Options menu, and within the File Format section set the properties as follows:

• Date Format: mm/dd/yyyy or dd/mm/yyyy
• Date Separator: /
• Number Format: Depending on your currency, you can choose 1.000,00 or 1,000.00. These work for most of the world currencies.

Go back to the Accounts Screen and choose the Share button at the bottom left corner:

Select E-mail Transfers:

Choose the QIF option:

For address choose your own e-mail address, to e-mail the file to yourself. The QIF file will be sent as an attachment.

That’s it! The accounts have been exported in the QIF file that you have e-mailed to yourself. Now you can open your e-mail client on your iPhone/iPad or Mac and directly open the QIF file in MoneyWiz.

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.