Copilot import

Import your Copilot Money transactions into Nethaven

Importing Copilot Money to Nethaven brings over transaction history, account names, categories, names, original names, notes, and amounts from the Copilot transaction export. It does not include opening balances, recurring rules, budget settings, marked transfers, or Copilot's AI cleanup logic.

Start with Copilot selectedCompare Nethaven and Copilot

Copilot Money export

Transactions CSV, reviewed before import

Transfers

  • Accounts from transaction rows
  • Transactions
  • Categories
  • Names, original names, and notes

Does not transfer

  • Opening balances
  • Budget settings
  • Recurring rules
  • Marked transfer links
1

How do I export from Copilot?

Export transactions from Copilot Money and keep the downloaded CSV unchanged.

2

How do I upload it to Nethaven?

Create or sign in to Nethaven with Copilot selected, then upload the transactions CSV in the import wizard.

3

What should I review before importing?

Review account names, category mapping, transfer warnings, and balance warnings before committing the import.

What transfers from Copilot to Nethaven?

The Copilot importer reads the transaction export and imports account names, dates, names, original names, categories, notes, and amounts. It is designed to move spending history into Nethaven, especially if you are switching because Copilot does not support your household's platform mix.

What does not transfer from Copilot?

The export does not include opening balances. Nethaven creates accounts from the activity it sees, so imported account balances are the sum of imported transactions until you correct the account balance in Nethaven. Transfers are not marked in the file. Nethaven infers them by matching same-day opposite-sign amounts across accounts, which means some transfers can import as two ordinary transactions. Copilot budget settings, recurring rules, AI categorizations, account connection settings, and loan payoff details are not imported.

How do I avoid common Copilot import failures?

Balances do not match

The export does not include opening balances. Nethaven creates accounts from the activity it sees, so imported account balances are the sum of imported transactions until you correct the account balance in Nethaven.

Transfers look duplicated

Transfers are not marked in the file. Nethaven infers them by matching same-day opposite-sign amounts across accounts, which means some transfers can import as two ordinary transactions.

Decimal-comma export

If your locale uses comma decimals, upload the original CSV or zip. Spreadsheet apps can rewrite separators and make amounts ambiguous.

Should I read the Copilot alternative page first?

Use the Copilot Money alternative if you are still deciding whether Nethaven fits your workflow. Use this import page when the decision is made and the remaining question is how much history can move with you.

Move to Nethaven from your current money app

Nethaven has dedicated import support for YNAB, Monarch Money, Mint, Copilot Money, Rocket Money, Actual Budget, and Lunch Money. Choose your source and upload the original export to preview what can move before you confirm the import.

.zip export

YNAB

Move accounts, categories, transactions, and full monthly budget allocation history from the original Budget export.

Import YNAB to Nethaven
.csv export

Monarch Money

Move transaction history, account names, categories, merchants, notes, and tags.

Import Monarch Money to Nethaven
.csv export

Mint

Move a saved Mint transaction export with account names, categories, notes, and labels.

Import Mint to Nethaven
.csv export

Copilot Money

Move transaction history, account names, categories, original names, and notes.

Import Copilot Money to Nethaven
.csv export

Rocket Money

Move transactions, account names, merchants, categories, notes, and statement text.

Import Rocket Money to Nethaven
.csv export

Actual Budget

Move transactions, account names, payees, categories, notes, and supported monthly budget history.

Import Actual Budget to Nethaven
.csv export

Lunch Money

Move transactions, asset names, payees, categories, notes, tags, and supported monthly budget history.

Import Lunch Money to Nethaven

Two steps once your export is ready

Pick the app you are leaving, then upload its original file. Nethaven detects the format and shows a preview before writing any accounts, categories, transactions, or budget history.

Open Import data

FAQ

Questions before you import from Copilot

Ready to bring over your Copilot history?

Start signup with Copilot already selected. After onboarding, Nethaven opens the import wizard so you can upload the export and review the preview before committing.

Start with Copilot selected