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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.
The data import screen asking which app you're importing from

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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.

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Choose where you’re importing from

The importer starts by asking “Where are you importing from?” Pick the app you’re switching from. Treasury supports three sources today:
  • Monarch — upload your transactions and balance-history exports.
  • Apple Card — upload the CSV you export from Wallet on your iPhone or iPad.
  • CSV Import — bring transactions in from any app using Treasury’s template.
YNAB, Copilot, Rocket Money, and Origin are marked Coming soon.
Monarch links your accounts in a connect step first. Apple Card and CSV Import come straight from a file, so they skip connecting and take you right to the upload step.

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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.
Stepping through the data import flow

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1. Connect your accounts first

This step applies to Monarch. Apple Card and CSV Import skip straight to upload — see Importing from a CSV file below.
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.
The first import step: connect your accounts so imported history merges correctly

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2. Upload your export

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

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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.

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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.
Connect the matching bank in step 1 before importing. That way your imported history and your live synced transactions merge into one continuous timeline instead of living in a separate manual account.

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Importing from a CSV file

Two sources — Apple Card and CSV Import — bring data in from a CSV file rather than a linked bank. They skip the connect step and go straight to upload.

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Apple Card

Apple Card isn’t available through bank connections, so Treasury imports it from the CSV you export on your device:
  1. On your iPhone, open Wallet and tap Apple Card (on iPad: Settings → Wallet & Apple Pay → Apple Card).
  2. Tap Card Balance.
  3. Under Statements, tap Export Transactions.
  4. Choose a start and end date, pick CSV as the file format, then tap Done.
Upload that file under Apple Card in the importer. Every transaction lands in a single Apple Card account, and re-importing an overlapping date range later won’t create duplicates.

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CSV Import (any app)

If your app isn’t listed, choose CSV Import to bring transactions in from a file that follows Treasury’s template. On the upload step, download the Transactions template (and the optional Balances template), fill it in, then upload it. Your CSV must follow this schema: Column order doesn’t matter and optional columns can be left out — Treasury matches columns by name.
The optional Balances template (Date, Account, Balance) imports historical balances into your net-worth timeline. Use a positive balance for assets and a negative balance for what you owe (for example, a credit-card balance). The account name should match one used in your transactions file.

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FAQ

Monarch, Apple Card, and any app via CSV Import (using our template) are supported today. YNAB, Copilot, Rocket Money, and Origin are on the way.
Yes. Apple Card isn’t available through bank connections, so you import it from the CSV you export in Wallet → Apple Card → Card Balance → Export Transactions. See Apple Card above for the full steps.
Yes — choose CSV Import and download Treasury’s template. As long as your file has a Date and an Amount column, Treasury can read it. See CSV Import for the full schema.
Money you spent is a positive number; money you received (income, refunds) is negative. For the optional balances file, assets are positive and what you owe is negative.
No. For connected sources, Treasury merges imported history into the account you connect. For CSV and Apple Card imports, re-importing an overlapping date range skips rows it already has (matched on account, amount, and merchant), so you won’t get duplicates.
Anything you don’t connect is imported into a new manual account, so you keep all the history. You can connect the live account later.
You map your old categories to Treasury’s during the import (or let Treasury create them). Tidy up any leftovers afterward in Categories.

Connections

Link the accounts your history should merge into.

Manual Accounts

Unconnected accounts import as manual accounts.

Transactions

Where your imported activity lands.

Net Worth

Imported balances and history feed your net worth.