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Migrate from other apps

If you are coming from Monarch Money, Origin, Copilot, Simplifi, or YNAB, you can migrate historical transactions into Fina by exporting a CSV and linking it to a Google Sheet. Fina keeps a live connection to that sheet so updates stay in sync. Start with the Google Sheet doc to grab the template and review sync behavior.

Quick steps​

  1. Export a CSV of your transactions from your current app.
  2. Paste the data into the Fina Google Sheet template.
  3. Link the sheet to Fina and sync.

Fina Google Sheet format​

Fina reads headers by name (case-insensitive) from the first row. Only Date and Amount are required.

Accepted columns:

  • Date (required): ISO8601 like 2023-10-01.
  • Amount (required): number; use positive for inflow and negative for outflow.
  • Name: payee or description.
  • Merchant
  • Type or Category
  • Currency (ISO code like USD)
  • City
  • Region
  • Tag
  • Remarks or Notes

Fina identifies transactions by Date + Amount + Name + Merchant, so changing those fields after linking will create a new transaction instead of updating the existing one.

note

Dates are parsed as UTC. If you see a 1-day shift, set a timezone offset in the account settings. See the Google Sheet doc for details.

Prepare your CSV in Google Sheets​

  1. Make a copy of the Fina Google Sheet template (linked in the Google Sheet doc).
  2. Import your CSV into a new tab, then copy the values into the template columns.
  3. Normalize dates to YYYY-MM-DD.
  4. Normalize amounts: remove currency symbols/commas and ensure expenses are negative.
  5. Map columns using the guide below and delete unused columns to avoid confusion.

Common mappings:

  • Payee or Description -> Name
  • Merchant -> Merchant
  • Category -> Type or Category
  • Memo or Notes -> Remarks
  • Inflow and Outflow -> Amount (see below)

If your export uses Inflow and Outflow columns, create a single Amount column:

Amount = IF(LEN(Inflow) > 0, Inflow, -Outflow)

If you want Fina to auto-categorize, leave Type/Category blank.

  1. Create a manual account (or open an existing one).
  2. Connect the Google Sheet to that account by following the steps in the Google Sheet doc.
  3. Trigger a sync and verify recent transactions.

Export steps by app​

note

Export menu labels change over time. If you do not see an export option, search the app for "Export" or "CSV" or check the help center.

Monarch Money​

  1. Open Monarch on the web app.
  2. Go to Transactions and filter the date range.
  3. Click Export or Download CSV.
  4. Save the file locally.

Origin​

  1. Open Origin on the web dashboard.
  2. Go to Transactions or Activity.
  3. Look for Export or Download CSV in the menu.
  4. If you cannot find it, check Settings for a data export option or contact support.

Copilot​

  1. Open Copilot on desktop.
  2. Navigate to Transactions.
  3. Use the Export or Download CSV option from the toolbar or menu.
  4. Save the file locally.

Simplifi​

  1. Open Simplifi on the web app.
  2. Go to Transactions.
  3. Click Export or Download CSV.
  4. Save the file locally.

YNAB​

  1. Open YNAB on the web app.
  2. Open the account register or budget you want to export.
  3. Choose Export from the account menu or File menu.
  4. Save the CSV locally.