This guide will take you through the steps involved in migrating over to PocketSmith.
Here's an outline of the steps you'll be taking:
- Exporting your CSV file from ANZ Money Manager with all of your transactions
- Importing this CSV file into PocketSmith to populate your historical transactions and categories
- Adding your bank feeds to prepare to sync new transactions (Premium and Super accounts)
- Connecting your new bank feed accounts to your imported accounts
Next Step: Exporting your CSV file from ANZ Money Manager