Switch from Monarch (or another app)

Switching budgeting apps shouldn’t mean losing years of history. Treasury imports your transactions, accounts, and balances from your old app so your categories, net-worth trend, and spending history all come along. This guide walks the move end to end. What you’ll achieve: your full financial history in Treasury, merged with live accounts going forward — nothing left behind.

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1. Export from your current app

Export your data from your existing app (for Monarch, download your transactions and account history). You’ll upload this file to Treasury in a moment.

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2. Start the import

Open the importer from Settings → Data Import (or the Import data prompt on your dashboard) and choose where you’re coming from. Monarch is supported today, with more apps on the way.

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3. Walk the import

Treasury guides you through the rest: connect your accounts, upload your export, map your accounts and categories, then review and import.

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4. Verify the move

After the import finishes you’ll get a summary of everything that came in. Spend a few minutes confirming it landed right:

• Accounts — each maps to the right Treasury account (or a new manual one).
• Categories — your old categories matched to Treasury’s; tidy any leftovers in Categories.
• Transactions — your history is on the Transactions page; clear any stragglers with Turbo Review.
• Net worth — your Net Worth history reflects the imported balances.

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What good looks like

Treasury feels lived-in from day one — years of history, familiar categories, an established net-worth trend — with live accounts syncing forward. You picked up exactly where you left off.

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Take it further