C/L Common Ledger
Search transactions⌘ K
Manual accounts only Add account

Portable by design

Import transactions

Back to accounts
1

Choose a Monarch or CSV export

Available dates, merchants, categories, accounts, notes, tags, and unknown source columns are preserved. Monarch does not include transaction rules or all app settings in its CSV exports, so those cannot be reconstructed automatically.

Reveal sensitive information

Balances, investments, and wealth details hide again when you leave the app or switch tabs. Budgets and transactions stay visible.