Getting Started

Guides & Tutorials

Import OFX, QIF and CSV files from banks or other applications
Introduction When dealing with real bank accounts it is often much faster to download the transactions from your online banking and import them in...
Tue, 1 Nov, 2016 at 12:01 PM
Importing from MS Money
Overview Importing your data from Microsoft Money to MoneyWiz is easy. We have a lot of clients coming from MS Money and the import works great for ...
Sun, 15 Mar, 2015 at 7:51 PM
Importing from Quicken Essentials for Mac
Overview Importing your data from Quicken Essentials to MoneyWiz is easy. We have a lot of clients coming from Quicken Essentials and the import wor...
Sun, 15 Mar, 2015 at 7:51 PM
Importing from Quicken for Windows
Overview Importing your data from Quicken to MoneyWiz is easy. We have a lot of clients coming from Quicken and the import works great for them. Qui...
Sun, 15 Mar, 2015 at 7:51 PM
Moving over from YNAB
We have many customers moving over from YNAB solution so we've decided to create a small guide that would perhaps make MoneyWiz easier to understand for...
Fri, 15 Jan, 2016 at 8:20 AM
Importing from Banktivity (formerly iBank)
Overview Importing your data from Banktivity (formerly iBank) to MoneyWiz is easy. We have a lot of clients coming from Banktivity (formerly iBank) ...
Tue, 26 Jan, 2016 at 4:12 PM
Importing from PocketMoney
Overview Importing your data from PocketMoney to MoneyWiz is easy. PocketMoney for iOS can export all of your accounts into a single QIF file that y...
Sun, 15 Mar, 2015 at 7:50 PM
Importing from Jumsoft Money
Overview Importing your data from Jumsoft Money to MoneyWiz is easy. We have a lot of clients coming from Jumsoft Money and the import works great f...
Sun, 15 Mar, 2015 at 7:50 PM
Importing from MoneyWell
Overview Importing your data from MoneyWell to MoneyWiz is easy. We have a lot of clients coming from MoneyWell and the import works great for...
Wed, 11 Mar, 2015 at 4:25 PM
Importing from MoneyDance
Overview Importing your data from MoneyDance to MoneyWiz is easy. We have a lot of clients coming from MoneyDance and the import works great for the...
Thu, 30 Jul, 2015 at 11:12 AM