YNAB to Monarch Money

YNAB to Monarch Migration

Moving your financial data from YNAB to Monarch made simple and secure. Choose the method that works best for you, and we'll guide you through each step.

Your data stays yours, always

We never store, sell, or share your financial information. You remain in control of your data from start to finish.

How does this work?

Privacy is our top priority

No Data Collection

We never collect, store, or share your financial data.

Secure Connections

We use secure, encrypted, and read-only connections when accessing your YNAB data.

You're in Control

At any point in time you have full control to wipe your data and stop the migration process.

Open Source & Auditable

Everything is transparent and can be reviewed by security experts. We have nothing to hide because we keep no copies. See our source code.

100% Private: Your financial data is sensitive, and we treat it that way. You remain the sole owner of every byte.

How the Migration Process Works

Step 1: Access Your Data

Connect your YNAB account or upload your data manually. We'll retrieve your budgets, transactions, categories, and accounts.

Step 2: Filter & Process

Decide what to migrate and make edits as needed.

Step 3: Download or Import

Decide to receive a ready-to-import file that you can upload into Monarch Money yourself, or connect to your Monarch Money account to automatically migrate your data.