- Express import tool - If you have used another application and want to move your transactions to PocketSmith
- Bank Feed - For paid subscriptions, you can import your transactions automatically from your bank
- Importing transaction files - If you are on the Free plan or we don't support a Bank Feed from your bank, you can import transaction files downloaded from your bank
- Manually entered transactions - You can also manually enter the transactions, such as your cash transactions
Express Import Tool
If you're coming from another personal finance tool, you can migrate your data over in a matter of minutes. Please follow these guides:
- Express import from Mint.com
- Express import from Xero Personal
- Express import from Quicken
- Importing data from other personal finance applications
Bank Feed service
We offer Bank Feeds for paid subscriptions. This enables you to connect your accounts directly to your bank, and get your transactions imported automatically.
To get started, please follow the instructions on this article: How to set up automatic bank feeds.
Uploading a Bank Statement
Most online banking sites offer downloads of your transactions. PocketSmith accepts OFX, QFX, CSV and QIF formats. When you upload a CSV file, you're also able to specify a category column with your upload, which helps when importing data from other financial software.
For more information on where to upload your bank statements, see the uploading transactions article. Please also read the article on how PocketSmith deletes overlapping transactions with uploads.
Manually entering transactions
The transaction upload form also includes the ability to add manual transactions one-by-one, which is good for cash accounts. To add manual transactions, simply follow the steps in this article.
Manual transactions can co-exist with the Bank Feed service connected transaction accounts, and won't be over-written when new transactions are imported.
Note that this does not apply for file upload based accounts. For your convenience, PocketSmith removes overlapping transactions if a file is upload that features an overlapping date range.
Read more regarding this here: uploading transactions and overwrites.