Import financial data from MoneyWiz
Thrive in Life Kit provides the functionality to import your financial data via a CSV file that has been exported from the MoneyWiz app. It is quick and easy.
Export a CSV file from MoneyWiz app
Open MoneyWiz app.
For Mac, select ‘File’ from main menu, then select ‘Export to a CSV file’. For iOS, select ‘Settings’ from the left pane, then select ‘Database & Export’, then select ‘Export CSV/PDF’.
From the options: Select ‘CSV’ for file. Select ‘All’ for accounts. Select ‘All time’ for the time period. Select ‘UTF-8’ for encoding. Select ‘Comma (,)’ for column separator. Select ‘MM/DD/YYYY’ for date format. Press Export. For iOS, select ‘Save to Files’. Select location and filename.
Your transactions will be converted into a CSV file by MoneyWiz and downloaded to your selected location.
Import the CSV file into Thrive in Life Kit
Go to Thrive in Life Kit Settings (iOS) or File on main menu (Mac), select Import, select MoneyWiz.
Locate and select the CSV file for importing.
Review the current balances for each imported account. Then, click Save to complete the import.
Post import clean-up
The name of the financial institution associated with the account name is not part of the CSV file and will be initially set to “Import MoneyWiz”. Use Manage Institutions to create or rename institutions. Use Manage Accounts to rename or move accounts between institutions.
CSV file format details
The column headers in MoneyWiz’s CSV file are mapped to account and transaction fields in Thrive in Life Kit as follows:
MoneyWiz Field -> Thrive Field
Name -> Account Name
Current balance -> Total Balance
Account -> Account Name
Transfers -> not used
Description -> Memo
Payee -> Payee/Payer
Category -> Category
Date -> Date
Amount -> Amount
Currency -> not used
Check # -> Check #
Balance -> not used