Switch to PopaDex
Move your current financial picture without losing the archive
A safe switch separates the old product archive from a reconciled current snapshot. PopaDex does not promise that a competitor export can be imported; create the snapshot manually unless the exact current file format is documented as supported.
Published by PopaDex · Material facts checked 19 September 2026 · No customer financial data is used in this page.
Archive, snapshot and import are different
| Decision | What to expect | Boundary to check |
|---|---|---|
| Archive | Keep the untouched export and source statements. | This preserves history even when another app cannot ingest it. |
| Current snapshot | Record current balances, original currencies and one reconciliation date. | This is the safest supported starting point for most switches. |
| Import | Use only a format explicitly documented and tested by PopaDex. | A CSV export is not automatically compatible just because both products use CSV. |
Choose PopaDex when
- You want a net-worth-first dashboard.
- You can reconcile a current snapshot before cancelling the old product.
- You accept manual records for unsupported institutions or assets.
Pause or keep the other workflow when
- You would lose a budgeting, forecasting or specialist portfolio feature you rely on.
- Historical transaction migration is mandatory.
- You have not retained an independent archive.
A low-risk trial protocol
- Export and store an untouched archive.
- Pick a date and capture source balances.
- Create one free manual account and reconcile it.
- Add the rest without cancelling the previous product.
- Repeat the review once before deciding to switch.
Examples are instructions, not customer results. Check balances against your own source records and use one reconciliation date.
Sources and evidence boundary
PopaDex plan and product boundaries follow the current pricing documentation, security documentation and the live product. This is a desk review, not an independent security audit or a funded-account test of every competitor feature.