Migration guides
Switching to Budgey is a 20-minute job
Export a file, hand it to BaoBot, connect your banks. Pick your current app for the exact steps.
Export your data
Grab a CSV from your current app — or straight from your bank if the app makes exporting hard.
Upload it to BaoBot
In Budgey, hand the file to BaoBot. It reads descriptions, amounts, and dates, and files everything into matching categories.
Connect your banks
Core includes live bank sync for 1 bank or card. Plus covers 2 or more banks. New transactions arrive in your Review Inbox from then on.
Pick your current app
Switch from
YNAB
Read the guide →
Switch from
Actual Budget
Read the guide →
Switch from
Mint
Read the guide →
Switch from
Monarch Money
Read the guide →
Switch from
EveryDollar
Read the guide →
Switch from
PocketGuard
Read the guide →
Switch from
Rocket Money
Read the guide →
Switch from
Goodbudget
Read the guide →
Switch from
Copilot Money
Read the guide →
Switch from
Quicken Simplifi
Read the guide →
Switching questions
How do I move my data from another budgeting app to Budgey?+
Three steps: export your transactions from your current app as a CSV (or download CSVs from your bank), upload the file to BaoBot in Budgey and it imports everything, then connect your banks. Core includes live bank sync for 1 bank. Plus covers 2 or more banks. New charges land in your Review Inbox.
Can Budgey import CSV files?+
Yes. BaoBot handles CSV, Excel, PDF, and Word imports. Upload a bank statement or an export from another app, and it creates the transactions with descriptions, amounts, dates, and matching categories. File uploads are on Plus ($10/mo or $100/yr).
Do I lose my transaction history when I switch?+
Not if your old app (or your bank) can export it — BaoBot imports historical transactions from CSV, so your history comes with you. Many switchers import just the last few months and let bank sync handle everything going forward.
Do I have to pay to switch to Budgey?+
Core is $5/mo or $20/yr and includes live bank sync for 1 bank. Plus is $10/mo or $100/yr for 2 or more banks and file uploads to BaoBot. There is no free plan. You can still type transactions by hand on Core.
Your budget will survive the move
Core is $5/mo or $20/yr. Import when you're ready. BaoBot does the heavy lifting either way.
Core $5/mo or $20/yr · Plus $10/mo or $100/yr · iOS, Android, and Web