Migrate
Bring yourhistory fromMonarch, YNABand more.
Export a CSV from Monarch, Copilot, Rocket Money, YNAB, Origin or Tiller, or use a saved Mint file. Upload it and review it before anything is imported.
Importmonarch-export.csv
- Sep 26Trader Joe'sGroceries-$52.14
- Sep 27ShellTransport-$46.80
- Sep 28Whole FoodsGroceries-$84.12
- Sep 30PayrollIncome+$3,210.00
- Oct 1RentHousing-$2,150.00
- Oct 3ComcastUtilities-$89.99
Receipt · From Monarch
6 transactions in the file.
5 categories in the file
Sample data. Illustrative example.
How it works
Three steps.Preview first.
Drop in the export from your old app. We read it, map your categories, and give you a receipt for the import.
Read your file
Every app names its columns differently. We map them to yours, quirks and all.
No double imports
Each row gets a fingerprint, so uploading the same file again won’t add it twice.
Shareable receipt
A clean summary of your switch, ready to keep or share.
Sample data. Illustrative example.
Supported apps
Monarch, Mint, Copilot, Rocket Money, YNAB, Origin, Tiller.