Switching
Bring your budget over in five minutes
Whatever you budget in now, it can export your transactions as a CSV. PathForward reads the categories in that file and builds this month's plan from what each has actually cost you — on the free plan, with nothing to retype.
From YNAB
Where the export lives in YNAB, what comes with you, and the five minutes it takes.
Switching from YNAB →From Monarch
Where the export lives in Monarch, what comes with you, and the five minutes it takes.
Switching from Monarch →From Copilot
Where the export lives in Copilot, what comes with you, and the five minutes it takes.
Switching from Copilot →From Rocket Money
Where the export lives in Rocket Money, what comes with you, and the five minutes it takes.
Switching from Rocket Money →From EveryDollar
Where the export lives in EveryDollar, what comes with you, and the five minutes it takes.
Switching from EveryDollar →From Mint
Where the export lives in Mint, what comes with you, and the five minutes it takes.
Switching from Mint →From Quicken Simplifi
Where the export lives in Quicken Simplifi, what comes with you, and the five minutes it takes.
Switching from Quicken Simplifi →Using something else?
Any bank or budgeting app's CSV works for the transaction import (Pro). If the file has a category column, PathForward will usually find it; if not, file a month or two in the inbox and the budget builds itself from your own filing.
A plan that follows your paychecks
Home shows the day your account would dip below zero and whether you're good until the next paycheck — before it happens.