Importing Data

​

Overview

Switching from another budgeting app? Treasury can import your transactions and history so you don’t start from scratch. Open the importer from Settings → Data Import, or from the Import data prompt on your home dashboard.

​

What you can do here

• Import transactions, accounts, and balance history from another app.
• Merge imported history into accounts you connect — one continuous timeline.
• Map your old accounts and categories to Treasury’s.
• Review everything before it’s imported, then confirm.

​

Choose where you’re importing from

The importer starts by asking “Where are you importing from?” Pick the app you’re switching from. Monarch imports are supported today, with YNAB, Copilot, Rocket Money, Origin, and Manual Import marked Coming soon.

​

Walk through the import

Once you pick a source, Treasury guides you through a short series of steps — connect your accounts, upload your export, map your accounts and categories, review, and import.

​

1. Connect your accounts first

Treasury merges your imported transactions into the accounts you connect here, so your history lines up with live balances going forward. Anything you don’t connect becomes a new manual account instead — so you can still import everything even if you’re not ready to link a bank.

​

2. Upload your export

Upload the file you exported from your previous app. Treasury reads your transactions, accounts, and historical balances from it.

​

3. Map accounts and categories

Match the accounts and categories from your export to the ones in Treasury (or let Treasury create new ones). This keeps your history consistent — your old “Groceries” lands in the right Treasury category, and each imported account maps to the right place.

​

4. Review and import

Confirm what’s about to be imported, then let Treasury bring it all in. When it finishes, you’ll see a summary of everything that was added, and your transactions, accounts, and net-worth history will be ready to use.

​

FAQ

​

Related