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Switching / Honeydue → Actual Budget

Moving from Honeydue to Actual Budget

Assembled from both records. Nothing here is an opinion — it is the difference between two rows, written out.

Free → FreeHistory: import worksAggregators: Plaid → SimpleFIN, GoCardless, Enable Banking, Akahu, Pluggy

Your data — read this first

Whether Honeydue can export your transactions is unrecorded. Actual Budget 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 Actual Budget’s own import attributes. Budgets and rules never transfer between two apps in this index.

What you gain

  • Nothing recorded

What you lose

  • Partner or household YesNo

What is unchanged

  • Free tier, Account aggregation, Custom categories, Budgeting, Investment tracking

58 attributes are Unknown on one side and left out. Gains and losses are a diff of the two records.

How to do it

  1. Export from Honeydue first

    Take the transaction export while your subscription is live. The record is unknown on export, so check before you cancel.

  2. Import before you connect anything

    Import the file first. Connecting banks first creates duplicates that then have to be merged one by one.

  3. Connect accounts

    Find out which of your banks fail before you are billed. Actual Budget reaches banks through SimpleFIN, GoCardless, Enable Banking, Akahu, Pluggy.

  4. 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.