Import & Export

Migrate with the Template Workbook

Move your accounts and transaction history from any app in one import: your AI does the conversion, the preview checks the numbers, and you can undo it all.

Catch Up from a Statement

Fell behind for a week or a month? Upload a bank statement and Wealth Mutant finds exactly what's missing — already-recorded entries are never duplicated.

Export Your Data

Two exports, no lock-in: your transactions as CSV, or everything you own — accounts, budgets, goals, rules, bookmarks — as one ZIP of structured files.