Tag
Budgeting apps
- Moving from YNABExport your YNAB plan and have your AI bring each account's transactions into Pennyweight, with transfers checked and linked once both sides are in.
- Moving from Monarch MoneyDownload your transactions from Monarch Money and have your AI bring them into Pennyweight, one account at a time, with a preview before anything is saved.
- Moving from Copilot MoneyExport your transactions from Copilot Money and have your AI bring them into Pennyweight, one account at a time, leaving pending rows out.
- Moving from Quicken SimplifiExport your transactions from Quicken Simplifi as a CSV and have your AI bring them into Pennyweight, one account at a time, with split charges handled.
- Bring your old Mint export into PennyweightHave your AI bring the transactions.csv you downloaded from Mint into Pennyweight, one account at a time, with the right signs and dates.
- Moving from EmpowerExport your transactions from Empower Personal Dashboard as a CSV and have your AI bring them into Pennyweight, one account at a time, with a preview first.
- Moving from PocketSmithExport your transactions from PocketSmith and have your AI plan the import, then bring each account into Pennyweight with a preview before anything is saved.