Moving from Albert to Monarch Money
Assembled from both records. Nothing here is an opinion — it is the difference between two rows, written out.
Your data — read this first
Whether Albert can export your transactions is unrecorded. Monarch Money imports transaction history, so what you exported comes with you.
- Transactions
- Yes
- Balance history
- Yes
- Budgets
- Rebuilt by hand
- Rules
- Rebuilt by hand
- Attachments
- ?
Transactions, balance history and attachments are Monarch Money’s own import attributes. Budgets and rules never transfer between two apps in this index.
What you gain
- Nothing recorded
What you lose
- Nothing recorded
What is unchanged
- Account aggregation, Manual accounts, Edit transactions, Create manual transactions, Custom categories, Budgeting, Recurring transactions, Bills, Net worth, Reports, Trends, Credit scores, Partner or household
51 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 Albert first
Take the transaction export while your subscription is live. The record is unknown on export, so check before you cancel.
- Get the file into a format Monarch Money reads
Its record lists CSV. If your export is something else, a spreadsheet can usually re-save it as CSV.
- Import before you connect anything
Import the file first. Connecting banks first creates duplicates that then have to be merged one by one.
- Connect accounts inside the trial
Find out which of your banks fail before you are billed. Monarch Money reaches banks through Plaid, MX, Finicity.
- 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.