Help · Get started

Moving from Monarch

Export your transactions as a .csv file, then import them into Polaris Budget.

Moving from Monarch? Bring your accounts and history with you. Export from Monarch, then import into Polaris Budget.

1. Export your transactions as a .csv file.
2. In Polaris Budget, open Settings, then Import Transactions, and choose the file.
3. Polaris reads the columns and lists the accounts in the file. Match each one to an account you have, or let Polaris create it.
4. Categories can come with the file, or you can match them in the app.
5. Pick a start month and budget forward. First-month setup walks you through it.

What comes with you

The accounts named in the file, your transactions, and their categories.

What does not

Budgets, targets and assignments. You set those in Polaris Budget.

Words you will see

• Ready to Assign
• Target (every month, every year, build up to, or by a date)
• Set Aside (park money for next month, and release it with one tap)
• A payment envelope for each card

A budget is for one person or two. To share yours, see Share with a partner.

See also Import transactions and Coming from another budgeting app.

Still stuck? Write to support — the form goes to us, not a public inbox.