1
How do I export from Monarch?
In Monarch Money, export your transactions CSV and keep the original file unchanged.
Monarch import
Import your Monarch Money transactions into Nethaven
Importing Monarch Money to Nethaven brings over transaction history, account names, categories, merchants, notes, and tags from the Monarch transaction export. It does not include opening balances, budget history, goals, recurring rules, or marked transfers. Review the preview carefully, then correct account balances after import if needed.
Monarch Money export
Transactions CSV, reviewed before import
Transfers
- Accounts from transaction rows
- Transactions
- Categories
- Merchants, notes, and tags
Does not transfer
- Opening balances
- Budget history
- Goals and recurring rules
- Marked transfer links
2
How do I upload it to Nethaven?
Create or sign in to Nethaven with Monarch selected, then upload the transactions CSV in the import wizard.
3
What should I review before importing?
Check row counts, account names, category mapping, balance warnings, and inferred transfers before confirming.
What transfers from Monarch to Nethaven?
The Monarch importer reads the transaction register. It builds accounts from the account column, imports transactions, preserves categories, and carries merchant, note, and tag context when present. This gives you spending history for review and reporting, but it is not a full Monarch workspace clone.
What does not transfer from Monarch?
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. Monarch budget history, goals, recurring rules, subscriptions, and loan payoff details are not imported from the transaction CSV.
How do I avoid common Monarch 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 Monarch alternative page first?
Use the Monarch 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 NethavenTwo 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.
FAQ
Questions before you import from Monarch
Ready to bring over your Monarch history?
Start signup with Monarch already selected. After onboarding, Nethaven opens the import wizard so you can upload the export and review the preview before committing.
Start with Monarch selected