We’ve built a feature for Xero Personal users to easily move their existing data to PocketSmith, as Xero Personal will be winding down in November 2014. It’s nicknamed ‘Xero Express’, and takes a CSV export from Xero Personal - much like how ‘Mint Express’ works for Mint users.
Xero Personal users can follow a set of steps to export their transactions, and the subsequent import into PocketSmith will bring over accounts, categories, and categorised transactions.
New users will be able to get to Xero Express from the Dashboard. Existing users can head to .
Please note that Xero Express is a migration tool, which means that it’s designed to populate an empty account. As such, importing a Xero Personal CSV with a populated account may result in overwritten or duplicate data.
Xero Personal Migration Tool
We’ve responded to a couple of user requests and updated the Cashflows view for better usability.
These two changes should make working with cashflows a little bit quicker :-)
Cashflows now highlight the present month, and the summary is displayed on top
We’ve implemented the above In response to user feedback. So now, a quick way of excluding a large number of transfer merchants from the Dashboard is to assign the merchants to a single Merchant category.
In order to mark a category as a transfer, just edit the category from the Categories page - it will then no longer display on the Dashboard pie-chart.