From Spreadsheet to FIQ: A Migration Guide

Many of our earliest users come from meticulously maintained spreadsheets. They have months or years of transaction history, custom categories, and carefully built formulas. Moving to a new tool feels risky when your financial history lives in a file you built yourself. We understand that, which is why we designed the migration process to respect what you have already built.

FIQ Personal supports CSV imports that map your existing columns to our category structure. You can preview the mapping before committing, adjust categories, and choose which date range to import. Historical net worth snapshots can be brought in too, so your progress charts reflect your full journey rather than starting from zero on the day you switch.

The honest truth is that some things will feel different. Spreadsheets offer infinite customisation, and no app can replicate every bespoke formula. What FIQ gives you in return is automation, bank feed integration, built-in methodology engines, and educational context attached to every feature. Most migrating users tell us the trade-off is worthwhile within the first month.