PennyweightPennyweight

Tag

Migration

  • Import years of history across many accountsHave your AI plan a large import across several accounts first, then bring each account in batch by batch, with a preview before anything is saved.
  • Moving to Pennyweight: how importing worksBring your history over from another app, a spreadsheet or a bank file. How importing works, where to start, and what does and doesn't move.
  • After you import: balances, transfers, categoriesThree checks after you bring your history into Pennyweight. Match the balance to your statement, link your transfers, and tidy your categories.
  • Rebuild your rules after movingYour old app's rules don't come with you. Here is how to recreate them in Pennyweight and apply them to your transactions.
  • Moving from a spreadsheetBring the transactions you track in a spreadsheet into Pennyweight. Your AI reads each tab, shows a preview and imports it into the right account.
  • Moving from QuickBooks OnlineExport your QuickBooks Online reports to Excel and have your AI bring your bank and card transactions into Pennyweight, one account at a time.
  • Moving from QuickBooks DesktopExport a transaction report from QuickBooks Desktop and have your AI bring your bank and card accounts into Pennyweight, one account at a time.
  • Moving from XeroExport Xero's Account Transactions report and have your AI bring your bank transactions into Pennyweight, with each row signed from your bank's side.
  • Moving from WaveExport your bank and card accounts from Wave as Account Transactions reports and have your AI bring them into Pennyweight, one account at a time.
  • Moving from FreshBooksExport your FreshBooks expenses or General Ledger and have your AI bring them into Pennyweight, one bank or card account at a time.
  • Moving from Zoho BooksExport your data from Zoho Books and have your AI bring your bank and card transactions into Pennyweight, one account at a time.
  • 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 QuickenExport your accounts from Quicken for Windows as QIF files or from Quicken for Mac as CSV files, and have your AI bring them into Pennyweight.
  • 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.