Import a file from Monarch Money

Export the file from Monarch Money

In Monarch Money, go to Transactions → Export → CSV. Open the file in a text editor and copy all of its text. Jarby needs the full text, not part of it.

Start the import

Open Import transactions under Settings, then tap Start import. The dialog is titled Import Monarch CSV. Paste the CSV text into the box.

There is also an optional box labelled BALANCES CSV. If you paste a balances file there, Jarby updates the current balance of the accounts you import. It ignores everything else in that file.

Choose a setup

• Smart setup (recommended) creates the accounts it needs from the file. It uses Claude, an AI model made by Anthropic, to help.
• Manual map → matches each account name in the file to one of your accounts. Your accounts must already exist first.

With Smart setup, the button reads Apply setup and shows the number of transactions. With Manual map, the button reads Import.

What Jarby keeps

Jarby saves each transaction in the file: its date, amount, the bank's description and any notes. It does not keep a copy of the file itself.

Transactions that Jarby already has are skipped. The result counts them under Transactions skipped (duplicates).

To pick categories, Jarby sends the bank's descriptions of the transactions to Anthropic, an AI provider. With Smart setup, Jarby also sends the name of each card in the file that it can't match, so it can identify the card. See Privacy and your data for what Jarby keeps.

To change a category later, see Fix a category.