Bringing your balance history from another platform

Bringing history from Monarch

This brings over your balance history for one account at a time. It does not bring over transactions, categories, or budgets — Attending Financial doesn’t do those.

1. Log in to Monarch on a computer. The balance-history download is not in the phone app.
2. Open Accounts and select the account you want to bring over.
3. Select Edit in the top right.
4. Select Download balance history. A CSV file downloads.
5. Repeat for each account — one file per account.

What the file looks like: A Date column (YYYY-MM-DD) and a Balance or Amount column. If you see columns like Merchant or Category, that’s the transactions download, not the balance history — go back to the account page.

One catch: Monarch’s separate transactions download stops at 10,000 rows. That limit does not apply to the balance-history file, which is the one you need. Monarch exports loan and card balances as negative numbers — we read that correctly.

Verified against the platform’s help documentation, August 2026.

From a spreadsheet you keep

Two columns are all it takes: a date and the balance on that date. Export or save-as CSV from Excel, Numbers, or Google Sheets.

1. Put your dates in one column and balances in another. Header row: Date,Balance.
2. Dates work best as YYYY-MM-DD; MM/DD/YYYY also parses.
3. For loans and cards, enter the balance owed as a negative number (or tell us which way your numbers run when we ask).
4. File → Save As (or Download) → CSV. One file per account.

What the file looks like: Date,Balance — then one row per date you recorded.

One catch: If you only recorded balances at year-end, you’ll see one point per year. We don’t fill in the space between — a gap is a gap.

Written August 2026.

From old Mint files

If you exported your Mint data before it closed (including through Monarch’s exporter), the daily balance files import here. There is no live export — this only works with files you already have.

1. Find the balance CSVs you saved — one per account, with a date column and a balance column.
2. Upload one file at a time; the column mapper will let you point at the right columns.

What the file looks like: A date column and a balance column; exact headers vary by which exporter produced the file.

Written August 2026.

From somewhere else

Look for “export,” “download,” or “balance history” in the other product. The file needs a date column and a balance column; the mapper here lets you point at the right ones.

What the file looks like: Any CSV with a date column and a balance column. Transactions exports (merchant, category, description columns) are not balance history.

Written August 2026.

Platforms that don’t export balance history

These were checked against each product’s own help documentation. Where there is no dated-balance export, we say so rather than sending you hunting for a menu that isn’t there.

What the chart does with gaps

If you only recorded balances at year-end, you’ll see one point per year. We don’t fill in the space between — a gap is a gap, and the chart marks which dates came from an import so you always know what you’re looking at.