Back up.
Save a copy of your existing data before you change anything.
A fresh start, with your history
New app.
Familiar finances.
You do not have to start from zero. Bring a supported file from your previous app or bank, then organize your money your way.
Export.
Export your accounts or transactions as CSV, QIF, OFX, QFX or MT940.
Import one account.
Follow the import guide for your file type and map fields where needed.
Compare.
Check its closing balance, dates, currencies, signs, categories and transfers before importing the rest.
Try the demo first.
Get familiar with MoneyWiz using demo data before working with your own finances.
Get MoneyWizHelp along the way.
What transfers depends on the export from your previous app. The help center covers supported formats and import steps.
Get help with your import
Your money.
The whole picture.
MoneyWiz for Mac, iPad, iPhone and Apple Watch. Free to download.