Export your history from Mint, Quicken, YNAB, Buxfer, Pocketbook or Moneywiz and upload it to PocketSmith. We'll guide you.
Preserve your categories, transactions, accounts and labels.
Once you've imported your data, reconnect your bank accounts and you're good to go.
Enjoy a more comprehensive experience as well as our excellent customer support.
I trialled several big name products and none of them had the ability to add files and photos from any device - a deal breaker for me. Pocketsmith is the only product I could find that has this function - and the service is absolutely amazing.
To get started quickly, you can import your data from Mint.com or any other personal finance software. Transition seamlessly from another platform, and carry on where you left-off.
Your data is safe with us. It’s encrypted in transit and at rest, and you’re not required to share personally-identifying information with us. Read more about our security practices.
We’re highly responsive and care about getting you in control of your money, so if you need a little help or just want to learn more, please get in touch.