How to move your history from Monefy

Monefy's export is small and simple, with one trap in it: the word currency appears twice in the header. Which of the two a reader picks decides whether your history keeps the currencies you spent in or gets flattened into one.

How to bring it in

  1. 1. Export your history from Monefy. You want the CSV file.
  2. 2. Open Money Talks, go to Settings and tap Import Data.
  3. 3. Choose Monefy from the list of apps.
  4. 4. Pick the file you exported.
  5. 5. Read the preview. Check a transaction you made abroad and confirm it kept the currency you spent in.
  6. 6. Confirm.

The file you need

Monefy exports one CSV file, with dates written day-first.

You have the right file if its first line looks like this:

date,account,category,amount,currency,converted amount,currency,description

Eight columns, and two of them are called currency. The first belongs to the amount you spent; the second belongs to the converted copy.

Frequently asked questions

Why does the header have two columns called currency?

One belongs to the amount as you entered it, the other to the converted copy Monefy stores next to it. Most spreadsheet tools keep only the last column of a repeated name, which silently drops the original currency and leaves you with everything converted. Money Talks separates the two before reading a single row.

Will my foreign spending keep its currency?

Yes. Money Talks reads the first currency column, which holds what you actually spent, and converts to your base currency itself. A dinner paid in euros stays a euro transaction in your history rather than becoming a hryvnia one that happens to be worth the same.

My dates look like 23.07.2022. Is that a problem?

No. Monefy writes dates day-first with dots, and Money Talks reads that format directly. It is worth not opening the file in a spreadsheet and re-saving it, because that usually rewrites the dates into your system format and can swap the day and month on anything before the 13th.

Do transfers between accounts come across?

Monefy's export does not name both sides of a transfer, so those rows cannot be paired and are listed in the preview as skipped on purpose. Everything else, including your categories and the account each transaction belonged to, comes across.

What comes across from Monefy

  • Every income and expense with its date and description
  • Categories
  • The currency you actually spent in, taken from the first currency column
  • The account each transaction came from

What does not come across

  • The converted amount - Monefy writes a second copy of each amount converted into the currency your app was set to. Money Talks converts to your own base currency from the original, so the copy is not needed and keeping it would hide where you were.
  • Rows with a zero amount - There is nothing to record. They are marked as skipped on purpose.
  • Your accounts themselves - Each transaction remembers the account name it came from, and the preview lists the names it found. Money Talks does not recreate the accounts or their balances.

Two columns, one name

The header is eight columns long and the word currency is in it twice:

date, account, category, amount, currency, converted amount, currency, description

The first sits after amount and holds what you actually paid in. The second sits after converted amount and holds the currency your app was set to display.

Almost every tool that reads a spreadsheet by column name keeps the last one it sees. Feed a Monefy export to one of those and every transaction comes out in your display currency, with the original quietly discarded.

Why the original currency is the one worth keeping

Say you spent EUR 30 on dinner while your Monefy was set to hryvnia. The export holds both: 30, EUR and roughly 1,350, UAH.

Keep the euro amount and your history stays true. The dinner was 30 euros, it is still 30 euros, and Money Talks converts it to whatever base currency you use today, at the rate for that date.

Keep the converted copy instead and the euro is gone for good. The transaction becomes a hryvnia one, and it is worth whatever the rate was on the day Monefy did the conversion, frozen. Change your base currency later and the number converts again from an already-converted figure, drifting a little further from what you paid.

Money Talks reads the first pair and leaves the second alone.

Day-first dates

Monefy writes 23.07.2022, meaning the 23rd of July. Money Talks reads that directly, so the file needs nothing done to it.

The one thing worth avoiding is opening the file in a spreadsheet to look at it and then saving it again. That rewrites the dates into your computer’s preferred format, and for any day before the 13th there is no way to tell afterwards whether 07.03 means the 7th of March or the 3rd of July. A file that would have imported perfectly now has a year of ambiguous dates in it.

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