Switching to Copper doesn’t mean starting over. Import the transactions you have in another app, and Trends and Penny can look back further than your bank’s history.

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Import a file

  1. In the other app, export your transactions as a CSV file. On your phone, save it to Files (or Downloads or Drive on Android).
  2. In Copper, go to Settings › Import From Another App. On the web, it’s in Settings › Data & export.
  3. Choose the file. Copper shows how many transactions it found and how many it will add.
  4. Tap Import.
Copper reads exports from YNAB (a plan’s register), Monarch, Copilot and Mint, and most banks’ own CSV downloads with a date, a description and an amount column.

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What gets added

  • Only transactions from before your bank history starts. Anything after that already comes from your bank, so nothing is counted twice.
  • Transfers between your own accounts are left out, as they are in Trends.
  • Each transaction keeps the category the other app gave it, as one of your own categories.
Imported transactions are history only. They don’t come out of your buckets or change left-to-spend. They show up in Trends and in Penny’s answers, and you can delete one like any manual entry. Importing the same file again adds nothing new, so it’s safe to try more than once.