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Switching / Simplifi → Monefy

Moving from Simplifi to Monefy

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

$47.88/year → price not recordedHistory: no import

Your data — read this first

Simplifi 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

  • Free tier No → Yes

What you lose

  • History import Yes → No

What is unchanged

  • Manual accounts, Edit transactions, Create manual transactions, Export, Custom categories, Budgeting, Recurring transactions, Reports, Partner or household

53 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 Simplifi first

    Take the transaction export while your subscription is live. The record says export is available.

  2. Connect accounts

    Find out which of your banks fail before you are billed. Monefy reaches banks through an unrecorded connector.

  3. 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.