Disclosure: we make Let's Save, so this guide ends in our app. The export steps for every other app come from that company's own help pages, with a numbered link, and the sources at the end give the day we checked each one.
How do you move your budget from one app to another?
Export your transactions from the old app as a CSV or Excel file, then import that file into the new one. Bring accounts across first, then categories, then transactions, and check that each account's balance matches the old app before you stop using it. Keep the original export somewhere safe, whatever you choose next.
Let's Save, our own app, has two ways in. Add a statement brings one file into one account. Move from another app takes a workbook with your accounts, categories, transactions, transfers, scheduled payments and goals, and brings them across as one import that you review and approve once.
How do you import an old Mint CSV export?
Intuit has shut down Mint and moved its users to Credit Karma, so there's no new export to download. If you saved a CSV file from Mint before it closed, import it as it is: Let's Save reads it in your browser, matches the columns and shows every row before anything is saved. [1][2]
Intuit announced in October 2023 that Mint was going away, and Mint's own site now says it has been reimagined on Credit Karma. The file you saved may be the only copy of that history you control, so keep the original and import a copy. [1][2]
If your file lists every amount as a positive number, with a separate column saying whether each row was a debit or a credit, map that column as Type. Let's Save reads a debit as money out and a credit as money in, and shows you its reading to confirm before the import. A row with no category goes to Other, where you can recategorise it later.
How do you export your data from YNAB?
In YNAB on the web, click your plan's name at the top of the left sidebar and choose Export Plan. YNAB downloads two files, one with your plan's categories and one with your transactions, as CSV, or TSV for currencies written with a comma. Exporting works only in YNAB's web version. [3]
To export one account, or one stretch of time, open it in YNAB's web app, select the transactions, then choose More and Export. YNAB's export leaves out targets and category notes, so copy down any you want to keep before you go. [3]
Import the transactions file into Let's Save. If it has separate columns for money out and money in, choose Money out and Money in for them in the mapping step, and Let's Save recognises that layout the next time. A YNAB plan holds one currency, and YNAB suggests a separate plan for each one, so create each plan's accounts in their own currency. [4]
How do you export transactions from Monarch Money?
In Monarch on the web, go to Settings, then Data, and download every transaction as a CSV file. To export one account, open it, select Edit and download just its transactions. Monarch suggests 5,000 transactions or fewer per download, so split a long history into several files by date. [5]
Monarch shows every account with a dollar sign and converts nothing, so ¥1,000 appears as $1,000. If some of your accounts there were really in another currency, create them in Let's Save in their real currency before you import, and the amounts land where they belong. [6]
How do you export transactions from Copilot Money?
On iPhone, open Copilot's Settings, scroll to Account and tap Export your transactions to get a CSV file of everything. On iPad, Mac and the web, filter or search the Transactions tab first and export just the transactions it shows. Copilot supports US dollars only, so each account imports as a dollar account. [7][8]
On iPhone, the export opens with a share button at the lower left, so you can save the file to Files or send it to the computer you'll import it on. [7]
How do you export transactions from Spendee?
Export from Spendee's mobile app, because its web app can't export yet. Open More, tap Export, choose some or all of your wallets, pick the period and choose CSV or XLS. On Spendee's free plan the export covers the last 365 days; Plus and Premium have no date limit. [9]
Spendee lets each wallet have its own currency. Create a Let's Save account for each wallet in the same currency. If one file holds several wallets, map the column that names the wallet as Account, and each wallet lands in its own account. [10]
What is the standard import format, and why use it for a whole move?
It's a published spreadsheet layout that Let's Save imports with no mapping step. Its workbook has sheets for accounts, categories, transactions, scheduled payments and goals, so one file can carry a whole history, transfers included, into a single import you review once. A CSV file with the same columns covers one statement.
Fill the free Excel or CSV template yourself, or give an AI assistant your old app's export with the guide written for assistants, and ask it to fill the workbook. The guide tells it to keep transfers between your own accounts as transfers, never to invent a category, and to check that every account adds up before it hands the file back.
If you've connected Claude or ChatGPT to Let's Save, the assistant doesn't need to hand you a file. It sends the move through the connector's migration tools: accounts and categories first, then transactions in parts, then a check that every account adds up. Nothing is saved until you open the request, review it and import it.
See the standard import format
How to connect Claude or ChatGPT to your budget
How do you check that the move worked?
Compare each account's balance in Let's Save with the old app's balance on the same day. If they match, nothing is missing or doubled. If they don't, look for a missing row, an amount with the wrong sign, or a transfer imported as spending in one account and income in the other.
In the workbook, give each account its opening balance and its balance today, and Let's Save checks that the opening balance plus every row equals today's balance before you import. You can undo any import for 30 days, so a trial run with part of your history costs nothing.
Rows that look like duplicates are flagged on the review step, and a row with the same reference as one you've already imported is skipped. Categories are filled in from how you filed the same payee before, so later imports need less sorting.
What does it cost to move to Let's Save?
Moving from another app is free on every plan, including Free. Only the size of one import changes: 10,000 rows on Free, 50,000 on Plus and 100,000 on Pro. The Free plan shows your last three months, though, so a long history needs Plus or Pro to stay visible.
On the Free plan, imported transactions older than three months are hidden, and they're deleted once they're a year old, after email warnings. If you're bringing years of history, Plus at $3.99 a month or $39.90 a year before tax keeps all of it. Pro, at $6.99 a month or $69.90 a year before tax, adds AI that reads PDF statements and photos.
One honest limit: if you need automatic bank sync today, Let's Save isn't there yet. Read-only bank sync is on its way, from Plus. Until then, new transactions come in from your bank's CSV, Excel or OFX export, or by hand.