How to switch from Monarch Money to Hunch

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

STEP 1

Export your data from Monarch Money

Open your Monarch transactions

Export to CSV

Use the export option (Transactions > the "..." menu > Export) to download a CSV of your history.

Save the file

Download the CSV to your computer so you can upload it to Hunch next.

STEP 2

What your Monarch 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 Monarch Money →→

FAQ

Switching from Monarch Money — questions

Does Monarch let me export my data?

Yes. Monarch supports CSV export of your transactions, which you can import straight into Hunch.

Will I lose my categories?

No. Hunch maps the Category column from your Monarch CSV during import, preserving most of your setup.

Can I keep both running while I switch?

Yes. Import your CSV into Hunch and connect your bank via Plaid; nothing changes in Monarch until you cancel it.

Bring your whole history with you.

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

Get started for free