Import & Export

Migrate with the Template Workbook

Bring your entire financial history from any app in one import — accounts, categories, recurring rules, and years of transactions, with duplicates skipped.

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.