How to switch from Copilot Money to Hunch

Export your history from Copilot Money and bring it into Hunch — categories and all.

STEP 1

Export your data from Copilot Money

Open Copilot on the web or app

Export to CSV

Use Copilot's export option to download your transaction history as a CSV file.

Save the file

Store the CSV somewhere you can upload it from your browser into Hunch.

STEP 2

What your Copilot Money export looks like

A CSV is just a spreadsheet of your transactions — typically one row per transaction with columns for date, description, amount, category, and account. You do not need to edit it. Hunch reads these columns automatically and shows you a preview before anything is imported, so you can confirm the mapping first.

STEP 3

Import it into Hunch

Open the importer

In Hunch, go to Import and choose CSV. Drag in the file you exported.

Confirm the column mapping

Hunch auto-detects date, amount, description, and category. Adjust any column if needed, then preview the rows.

Finish and sync forward

Import to bring in your history, then connect your bank via Plaid so new transactions flow in automatically.

TROUBLESHOOTING

Common gotchas

→Date format: if dates look wrong, set the date column format (DD/MM vs MM/DD) in the import preview before confirming.
→Split transactions: some apps export splits as separate rows — Hunch imports each row, so your totals still add up.
→Categories: unmatched categories are imported as-is and you can remap them in bulk afterward.

Still deciding? See Hunch vs Copilot Money →→

FAQ

Switching from Copilot Money — questions

Can I export my data from Copilot?

Yes. Copilot supports exporting your transactions to CSV, which you can import into Hunch.

Will my categories come across?

Hunch maps the category column from the Copilot CSV during import, keeping most of your categorization.

Can I use Hunch on my iPhone?

Yes. Hunch runs in the browser and installs as a web app, so it works on iPhone, Android, and desktop.

Bring your whole history with you.

Import your Copilot Money CSV and pick up right where you left off.

Get started for free