Get set up in minutes

Export your history from and upload it to PocketSmith. We'll guide you.

Keep your hard work

Preserve your categories, transactions, accounts and labels.

Pick up where you left off

Once you've imported your data, reconnect your bank accounts and you're good to go.

No ads, better features and support

Enjoy a more comprehensive experience as well as our excellent customer support.

Ready to take control of your
financial future?