Please refer to the section below for the most common questions. Please note that it is important to follow the instructions step by step.
- Importing QIF, CSV, TDF, OFX, QFX files (using a desktop)
- Importing QIF, CSV, TDF, OFX, QFX files (using only your iPad)
Old user Manual: download the pdf
If you are not able to find an answer to your questions and still need support, please register below and, after the registration, open a ticket. When opening a ticket, please specify which version of the software you are using (PM GT, PM 2, PM 1, PM Desktop), which operating system (iOS, Mac OS, Android, Windows, Linux) and which device (iPhone, iPad, other mobile, other tablet, desktop). Finally, attach screenshots of your issue when relevant, so that we are able to understand your issue.
Before opening a ticket, please check the available solutions in the ticket portal, which covers 95% of the questions we are receiving every day. Open a ticket here