Switching From Monefy, Wallet, or Money Manager Without Losing Your Categories
You’re on Monefy, Wallet by BudgetBakers, or Money Manager, and something about it isn’t working for you anymore - the price, a missing feature, or just the itch to try something else. The problem is always the same: you’ve already got a year or two of categorized spending history sitting in there, and retyping all of it into a new app is enough to make you stay put, even though you’re not really happy.
You don’t have to choose between an app you’ve outgrown and losing your history. If your current app lets you export your data - and Monefy, Wallet, and Money Manager all do - you can bring that history straight into AI Budget Assistant, categories included. Here’s exactly what carries over, what doesn’t, and how the process works.
Why Switching Apps Usually Means Starting Over
Most people who want to switch budgeting apps never actually do it. Not because the new app is worse, but because retyping hundreds of transactions by hand feels like a punishment for wanting something better. So you stay on a tool that half-satisfies you, just to avoid throwing away months of history you already built.
That’s a real cost, not an imagined one. Spending history only becomes useful once it’s complete - one missing month is enough to break a chart or make a year-over-year comparison meaningless. Manual re-entry almost never finishes: most people give up after the first twenty transactions and end up starting from zero anyway, losing exactly the thing that made the old data worth keeping.
What Actually Comes Over, and What Doesn’t
Monefy, Wallet, and Money Manager share one thing that changes this: each one lets you export your transactions to a CSV file from its own settings, with no extra tools required. It’s a plain “export my data” option the app’s own maker already gave you.
AI Budget Assistant has a dedicated import for each of these three apps, living in the same place as bank-statement import for mBank, PKO, or Revolut. You upload the export file, the app recognizes it came from Monefy, Wallet, or Money Manager, and reads out the transactions along with whatever categories you’d already assigned them.
It’s worth being upfront about what this doesn’t cover. Transactions and categories transfer - with Money Manager, even the full category-and-subcategory structure comes across, like “Food / Groceries.” What doesn’t transfer is anything that only lives inside the old app: its own budgets, recurring-charge rules, or attached receipt photos. This is a transaction-and-category migration, not a clone of the whole old app - but those two things cost the most hours when you try to redo them by hand, so they’re the ones that matter.
Why the Categories Are the Real Difference
This is the part that sets this import apart from a plain CSV upload. When AI Budget Assistant imports a bank statement in a format it doesn’t already recognize, it has to fill in a category from somewhere, and that means guessing from the merchant name, sometimes with an AI model’s help reading the file’s structure. That works reasonably well, but it’s still a guess worth double-checking.
Importing from Monefy, Wallet, or Money Manager skips the guessing entirely, because the category is already sitting in the file, assigned by you at the moment you logged the expense. The dedicated parser just reads it and carries it across one to one. Instead of hours spent correcting categories the AI got wrong, you get your own category structure back, the one you built over months of using the old app. It’s still worth a quick look afterward - no import is entirely hands-off - but you’re starting from something close to the truth, not from zero.
The Import, Step by Step
The whole thing takes a few straightforward steps.
Export from your old app. In the settings of Monefy, Wallet, or Money Manager, look for a data export or backup option and choose CSV. The exact wording differs between the three, but all of them offer a file export with no extra tools. In Wallet, data export is part of its paid plan.
Open import in AI Budget Assistant. In the import section, you’ll find a “Moving from another app?” card listing supported sources, including Monefy, Wallet, and Money Manager, alongside banks like mBank or Wise.
Upload the file. The app recognizes which app the export came from and builds a preview of the transactions with the transferred categories already applied.
Check the preview. Before anything is saved, you see the full list of transactions with their categories. This is your chance to glance over everything and fix any individual row that needs it.
Confirm. The history lands in your budget, ready to use, without retyping a single transaction by hand.
Safe Even If the File Overlaps a Previous Import
If you’re not sure exactly where a previous export left off and would rather upload with some overlap, that’s fine. This import goes through the same duplicate-detection mechanism every other import in the app uses - transactions already in your budget are recognized by date, amount, and description, and skipped automatically. You can upload the whole export at once without first working out which days were already covered.
What If Your App Isn’t on the List
Monefy, Wallet, and Money Manager have dedicated parsers because they’re among the most common apps people migrate from. If you use a different app, check whether it can export to CSV - most can. That file can still be uploaded; without a dedicated parser, the app will ask you once which column is which, or fall back on the AI mechanism that helps with unrecognized bank statements, covered in what happens when your bank isn’t on the list.
If you’d rather start fresh instead of migrating, the general import mechanism shared by banks and other apps is covered in how to import a bank statement into a budget app - the same preview, the same duplicate detection, the same rule: you check before anything is saved.
AI Budget Assistant is free to start, works in the browser at ai-budget.pl with no card required, and is on Google Play for Android. If the app you’re on has stopped working for you, bringing your history over takes less time than one evening of manual entry.
FAQ: Switching from Monefy, Wallet, or Money Manager
Which apps can I import directly from?
AI Budget Assistant has dedicated parsers for Monefy, Wallet by BudgetBakers, and Money Manager. Export your data to CSV from that app’s own settings, then upload the file in the import section - the app recognizes the source and carries over your transactions along with their categories.
Will I lose my budgets and recurring charges from the old app?
Yes - budgets, recurring-charge rules, and other settings specific to the old app don’t transfer automatically, so you’ll need to recreate those. What does transfer is the transactions themselves and their categories, usually the most time-consuming part of a manual migration.
Will importing the same file twice create duplicate transactions?
No. This import uses the same duplicate-detection mechanism as every other import in the app - transactions already in your budget are recognized by date, amount, and description, and skipped automatically. You can safely re-upload a file if you’re unsure what you already imported.
What if I use an app other than Monefy, Wallet, or Money Manager?
If your app can export data to CSV, that file can still be uploaded. Without a dedicated parser, the app will ask you once which column is which, or fall back on the AI mechanism that recognizes unfamiliar file structures - the same one used for a bank statement not on the supported list.
Related articles: An expense tracker that actually sticks | How to import a bank statement into a budget app | What happens when your bank isn’t on the list