Switching from PocketSmith
Bring your transaction history across from PocketSmith with its own CSV export. What comes with it, what stays behind, and the steps.
1. Export from PocketSmith
- In PocketSmith, open the Transactions page.
- Choose All transactions in the left menu.
- Hover over Export and choose CSV. The file goes to your downloads folder.
To bring only some transactions, search for them first and then export. PocketSmith also offers an Excel file; Clementine reads the CSV. PocketSmith’s own instructions
2. Import into Clementine
- Open Account, then Your data, and choose Import. Pick PocketSmith.
- Choose the CSV file.
- Check the categories. Each PocketSmith category is matched to a Clementine category by name. Change any that are wrong, or leave a category for review.
- Match the accounts. Point each PocketSmith account at a Clementine account, or create one with the same name.
- Review the rows and import.
What comes across
| In PocketSmith | In Clementine |
|---|---|
| Date | Date |
| Merchant | Description |
| Amount, and whether it is a debit or a credit | Amount, as money in or money out |
| Category | The Clementine category you matched it to |
| Account, when the file has one | The account you matched, or a new one |
| Labels, when the file has them | Added to the transaction’s note |
| Note and memo | Note |
| A purchase in another currency | Its Australian-dollar amount, with the original amount in the note |
| A category you match to Transfers | Marked as a transfer, so it stays out of spending |
What does not come across
- Budgets, the forecast and calendar events.
- Saved searches and category rules.
- Attachments.
- Account balances and net-worth history. Closing balances in the file are read to check it, not stored.
- The category tree. A parent category helps suggest a match; Clementine does not create its own details from it.
None of these are in PocketSmith’s transactions file, so there is nothing for an importer to read them from.
If your PocketSmith feed is already connected
Some of the same transactions will already be in Clementine. The import compares each row with what is in the account: the same amount, the same merchant words, within three days. Those rows are left out, each marked as one you already have from your bank feed, so you do not end up with two of anything.
Afterwards
Rows that arrived without a category wait in the review queue under Spending, Transactions. How to clear the review queue
The same for every import.
- It is free
- Importing is part of every plan, including Free.
- Your file stays with you
- It is read on your own phone or computer. Only the rows you confirm are saved to your account, and the file itself is never stored.
- You see every row first
- Each row has a tick box. Nothing is added until you say so.
- Duplicates are left out
- Rows you already have, from an earlier import or from your bank feed, are found and unticked. Importing the same file twice adds nothing.
- You can undo it
- For 30 days an import can be removed as a whole, from Account, Your data. It takes out exactly the rows that import added.
- What cannot be read is listed
- A row with a date that is not a date, or an amount that is not a number, is shown with the reason and left out. The rest still import.
Files it reads: .csv, .tsv and .txt, or a .zip of them, up to 60 MB each. It does not read PDF statements, Excel workbooks (save the sheet as CSV first), OFX or QIF.
Dates are read day first, the Australian way, unless the file shows otherwise. If every date in a file could be read both ways, you are asked before anything is imported.
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