Coming from YNAB: bring your history

You spent years building that history. It's yours. Bring it.

The whole move is one file and one drop. Here's the walk — and, at the end, an honest map of what's different on this side.

Same plan, familiar words

You already know the method; nothing you learned expires. Ready to Assign is even called the same thing here. Your categories are the envelopes, assigning works the way your hands remember, moving money to cover overspending is still the move, and Age of Money lives in Reports. You're changing apps, not religions.

Step 1 — Export from YNAB

In YNAB: Account → Export Data. You get a .zip. Don't open it. Don't unzip it. Just know where it landed.

Step 2 — Drop it

In SkrillaPlan, go to Import and drop the zip on the screen — whole and unopened. SkrillaPlan unpacks it and reads both files inside: the register and the budget.

Step 3 — Review before you commit

Nothing lands until you say so. Before the commit:

• A toggle shows exactly which categories will be created — every category you had in YNAB that SkrillaPlan doesn't have yet. Your words carry over. Your history stays speakable.
• The preview shows what will import: transactions with dates, payees, amounts, and cleared status.

Commit when it looks right.

What comes over

• Transactions — all of them, categorized the way you had them.
• Categories — created to match yours.
• Budget assignments — month by month. Open an old month on the Budget screen and it looks the way it looked in YNAB. Your past isn't a blob of transactions; it's the plan you actually ran.

After the import

Three short moves and you're living here:

1. Connect your banks — the import brought the past; Banks brings the future, automatically, every morning.
2. Tidy the categories — imports are faithful, and faithful includes the categories you stopped believing in years ago. Archive what isn't you. History stays in your reports.
3. Assign this month — go to Budget and give every dollar a job. You know this part. You've been doing it for years.

What's different over here

The honest tour, both directions:

• Receipts become things. Connect Gmail and "Amazon $97.75" turns into what you actually bought. → Receipt matching
• Transfers detect themselves. Credit-card payments and account transfers are spotted and moved out of spending automatically. → The Special tab
• Tags cut across categories. Track a trip, a remodel, or your EV charging without bending your envelopes. → Tags
• Privacy is the product. No trackers, no analytics scripts, nothing third-party — here and in the app. → What we don't do
• One price, everything in it: $9.99/mo or $79/yr. No tiers.

And the other direction, plainly: SkrillaPlan is younger. Some polish YNAB has had a decade to grow is still arriving here week by week. That's the honest trade — and since your data exports freely in both directions, trying it costs you nothing but an evening.

Worried about doing it twice?

Don't be. Every row gets a fingerprint from its content; a row that already exists is skipped, and edits you've made are left alone. Re-importing is always safe.

And the door swings both ways: Transactions → ⬇ Export CSV gives you everything back, any time, in a file that re-imports cleanly. You moved your history in; you can always move it out. That's how it should work everywhere.