Migrate

Bring your full history from any PFM.

Monarch, Mint, Copilot, Rocket Money, YNAB, Origin. Categorized, deduplicated, and yours in under a minute.

Create account to startSign in

Read your file

RFC-compliant CSV parsing handles every PFM's quirks.

No duplicates

Idempotent dedup. Re-import without doubling.

Shareable receipt

A public moment celebrating your switch.