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GreenSherpa Welcomes Wesabe Users

GreenSherpa Welcomes Wesabe Users

We recently found out that Wesabe was shutting down and that all Wesabe users had until July 31st to export their data.  In order to help Wesabe users stay on top of their finances, GreenSherpa has created a CSV importer for Wesabe users to transfer their financial data directly into GreenSherpa personal financial management software. GreenSherpa offers many of the same features as Wesabe, including manual file uploading, account aggregation, cash accounts, an award-winning money tips blog, and budgeting tools.   GreenSherpa also provides it’s users with cash flow projections, goal keeper tools, and a one of a kind collaboration tool which enables users to give their spouse, CPA, or other financial advisor access to their account in order to have conversations about their finances. The transition process from Wesabe to GreenSherpa is simple.  All you need to do is create an account with GreenSherpa. Then,  import your Wesabe financial data through our importer tool on your accounts page (see below).

Import Wesabe Data into GreenSherpa

This will allow you to keep all your data from Wesabe and allow for a quick and easy transition to GreenSherpa.  Once you import your data to GreenSherpa, we advise you link your GreenSherpa account to your savings, checking, loan, and credit card account so you can have an accurate glimpse into your financial future on a daily basis. For more detailed directions on how to import your financial data to GreenSherpa, please check out our tutorial screencasts. We understand transitions to new applications can be difficult and we appreciate you considering GreenSherpa.  If you have any questions, please don’t hesitate to contact us. Sign up for a free 30-day trial for GreenSherpa.

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Author : Ashley Jacobs

My Website | My Twitter | Articles from Ashley Jacobs
Ashley Jacobs is the Product Marketing Manager for GreenSherpa as well as an Editor for Cash Flow Sherpas. She is a recent graduate from the University of California, Santa Barbara. She majored in communication and minored in education and applied psychology. When she isn’t working, Ashley enjoys spending her time at the beach, traveling, and writing.

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  • Guest
    You should really add a note to the effect that GreenSherpa does note support non-US dollar accounts. I used Wesabe specifically because they supported CAD accounts. There was no indication of currency restrictions until after I had created an account and tried to upload data.
    Extremely frustrating!
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