Troubleshooting & imports

Switch from Mint, YNAB, Monarch or Copilot

Bring your history across with a guided CSV import that already knows each app's export format — including which way its amounts point.

Fix a wrong account balance

Work through the four things that actually cause a balance to drift, in the order most likely to be the culprit.

Why some totals say "approximate

When you hold more than one currency, totals have to be converted — so Fyncora labels them rather than pretending they're exact.

Import your Mint data into Fyncora

Mint is gone, but your transactions CSV still works — Fyncora reads Mint's exact format, including the Transaction Type column that decides income vs expense.

Import your YNAB data into Fyncora

Bring your YNAB history across with a read-only token or a register CSV — Fyncora combines the Outflow and Inflow columns so every amount points the right way.

Import your Monarch Money data into Fyncora

Download your Monarch transactions in date-range batches, upload them together, and the signed-amount preset keeps money in and money out pointing the right way.

Import your Copilot Money data into Fyncora

Export your Copilot transactions and the preset handles the rest — its Transaction Type column sets each amount's direction, and excluded rows stay excluded.