Overview

To save time, Thrivasium can import your financial data from MoneyWiz.

Export a CSV fire from the MoneyWiz app

1. Open MoneyWiz app.
2. 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’.
3. 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.
4. 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 Thrivasium

1. Go to Thrive in Life Kit Settings (iOS) or ‘File’ on main menu (Mac), select ‘Import, select ‘MoneyWiz’.
2. Locate and select the CSV file for importing.
3. Fill in the current balances for each imported account. Then, click ‘Save’ to complete the import.

Post-import cleanup

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

Money Wiz 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