ihabihab

Migration guide

Leave YNAB. Keep everything.

Moving years of budget history is the part everyone dreads. It's also the reason ihabhas a real importer instead of a “start from scratch” onboarding flow — your history is the whole point of an envelope budget.

  1. 1

    Export your YNAB budget

    In YNAB, open Account Settings → Export Budget Data. This downloads your full budget history as CSV files — no API key, no OAuth, just a file you control.

  2. 2

    Import into ihab

    Open ihab and import the file. Accounts, categories, payees, and your complete transaction history come in as one pass — no retyping years of history by hand.

  3. 3

    Review & keep going

    Skim the import summary, spot-check a few accounts, and pick up your budget exactly where YNAB left off.

An ihab account register with categorized transactions and running balances, the shape your imported YNAB history lands in
What your history looks like after it lands — real accounts, real categories, real running balances.

What carries over

  • –Accounts and their balances
  • –Categories → envelopes, including monthly assignments
  • –Full transaction history, splits, and transfers
  • –Payees
  • –Native-currency amounts on foreign accounts
  • –Loan accounts, with balances intact

If ihabcan't map something with confidence — an account it doesn't recognize, for instance — the import fails loudly and tells you what needs a look, rather than guessing silently and leaving you to find the mistake months later.

Ready to bring your budget over?

Export from YNAB, then open ihab and import — most budgets move in minutes.

And the door swings both ways: ihab exports in YNAB's own format too, so leaving is never harder than arriving was.

Open the app