← Support

Import Data from Another App

If you have used other finance apps before, such as Quicken, you may want to move the data from those apps into Savings.

But before you do so, consider the possibility of starting fresh in Savings. Every finance app works a little differently and Savings is no exception. Insteading of continuing old habit, let Savings be the beginning of a new habit.

But if you still want to move the data over, here is how to do that.

Step 1: Export

Export data from your old app in the QIF format. If QIF is not an option, CSV works too.

Also, if your app allows you to export all accounts into a single file, choose that option; it will save you the hassle of importing one account at a time.

Example of the export dialog of another app. Notice the "All Accounts" option is chosen.

Step 2: Import

In Savings, select File > Import > From Another App from the menu. In the dialog that pops up, choose the file you have exported. If you are importing one account at a time, repeat this process for each account.

Double check that the account’s balance and currency are correct after import. If they need adjustment, go to the account’s Setting to do so.

Step 3: Cleanup

Your imported data may need to be cleaned up after they are imported. Batch edit can come in handy for editing multiple transactions at once.

Also, you may want to rename some of the categories to match Savings’ convention. For example, many apps like Quicken and iBank use category names like Food:Dining, Food:Grocery. In Savings, you would instead create a category group called Food, with subcategories Dining and Grocery. You may also want to add emoji to certain categories to make them more recognizable.

Select Savings > Preferences > Categories from the menu to edit categories.

Congratulations

Your data is now moved over to Savings!

← Support