Rocket Money import

Import your Rocket Money transactions into Nethaven

Importing Rocket Money to Nethaven brings over transaction history, account names, descriptions, merchants, categories, notes, and original statement text from the transaction export. It does not include opening balances, subscription cancellation history, bill negotiation details, budgets, recurring monitoring settings, or marked transfers.

Start with Rocket Money selectedCompare Nethaven and Rocket Money

Rocket Money export

Transactions CSV, reviewed before import

Transfers

  • Accounts from transaction rows
  • Transactions
  • Categories
  • Descriptions, merchants, and notes

Does not transfer

  • Opening balances
  • Cancellation or bill negotiation history
  • Budgets
  • Marked transfer links
1

How do I export from Rocket Money?

Export your Rocket Money transactions CSV and keep the downloaded file unchanged.

2

How do I upload it to Nethaven?

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

3

What should I review before importing?

Check accounts, categories, inferred transfers, and balance warnings before confirming the import.

What transfers from Rocket Money to Nethaven?

The Rocket Money importer reads the transaction export and keeps account names, dates, descriptions, merchants, categories, notes, original statement text, and amounts. It is a history import, not a transfer of Rocket Money's cancellation service or negotiation workflow.

What does not transfer from Rocket Money?

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. Rocket Money subscription cancellation status, bill negotiation history, budgets, recurring monitoring settings, and loan payoff details are not imported.

How do I avoid common Rocket Money 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 Rocket Money alternative page first?

Use the Rocket 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 Rocket Money

Ready to bring over your Rocket Money history?

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

Start with Rocket Money selected