Will an import overwrite my budget?
No. Every import creates a brand-new budget. It never overwrites, merges into, or changes the budget you are already using. This is true for all importers — YNAB, Monarch, Actual, CSV, and OFX/QFX. That means you can import without risk. If you do not like the result, delete the new budget and your original is untouched. See Import overview.Because every import is a new budget, importing twice gives you two budgets. If you re-import to
fix something, delete the earlier attempt so you are not switching between duplicates.
Some rows did not import
Rows were skipped as duplicates
Rows were skipped as duplicates
The importer detects duplicate transactions and skips them so you do not get doubles. If a row
you expected is missing, it likely matched an existing one. See
Why rows didn’t import.
A column was not recognized
A column was not recognized
For CSV imports, the columns have to be mapped to date, payee, amount, and so on. If a row is
missing required fields after mapping, it is skipped. See
CSV format and CSV import.
Transfers showed up once instead of twice
Transfers showed up once instead of twice
Transfers between two of your accounts are a single movement with two sides. The importers
de-duplicate the pair so a transfer is not counted twice. This is expected.
Format errors
The file would not upload
The file would not upload
Check you are using the right importer for the file. YNAB, Monarch, and Actual each export a
specific format — use the matching importer. For a plain export from a bank, use CSV or OFX/QFX.
See Import overview.
Amounts imported with the wrong sign
Amounts imported with the wrong sign
Some files record spending as positive and income as negative, or the reverse. During CSV
mapping, confirm which column or sign means money out versus money in. See
CSV format.
Dates look wrong
Dates look wrong
Date formats vary by country (day-month-year versus month-day-year). Check the mapped date column
against a row you recognize before finishing the import.
Still stuck
If a file will not import and the format looks right, reach us over in-app chat with the file you are trying to import.Related
Import overview
Every importer and the new-budget rule.
Why rows didn't import
Duplicates, missing fields, and skipped rows.