Moving from Actual Budget to Monefy
Assembled from both records. Nothing here is an opinion — it is the difference between two rows, written out.
Your data — read this first
Actual Budget records transaction export as Yes, so take the export first. Monefy records history import as No: your history does not move, and you start from whatever your banks return on connection.
- Transactions
- No
- Balance history
- ?
- Budgets
- Rebuilt by hand
- Rules
- Rebuilt by hand
- Attachments
- ?
Transactions, balance history and attachments are Monefy’s own import attributes. Budgets and rules never transfer between two apps in this index.
What you gain
- Partner or household No → Yes
What you lose
- History import Yes → No
What is unchanged
- Free tier, Manual accounts, Edit transactions, Create manual transactions, Export, Custom categories, Budgeting, Recurring transactions, Reports, Offline access
52 attributes are Unknown on one side and left out. Gains and losses are a diff of the two records.
How to do it
- Export from Actual Budget first
Take the transaction export while your subscription is live. The record says export is available.
- Connect accounts
Find out which of your banks fail before you are billed. Monefy reaches banks through an unrecorded connector.
- Rebuild budgets and rules
No app in this index imports another’s budgets or rules. Budgets are quick; rules are worth rebuilding as transactions arrive rather than all at once.