Empower's dashboard is built for net worth and investments; budgeting is a side feature. Its export is straightforward: a CSV button on the Transactions page, scoped to the date range and account tab you have selected. Budgetfold reads it.
Importer via the generic CSV reader. Steps checked on support-personalwealth.empower.com ("Export Transactions To A .CSV File Through Our Web Application", updated 8 July 2026, and the mobile article, 20 August 2026), 9 September 2026.
Free plan: this month's budget, 2 accounts, 100 transactions, 3 tracked subscriptions, one person, 10 AI assists a month. If your import is bigger than the free plan, you get a one-time offer at that moment: $10 off the first year of Plus ($29), good for 30 days.
| From Empower Personal Dashboard | Into Budgetfold |
|---|---|
| Transactions | yes: date, description, amount, category, account |
| Accounts | yes when the account column is present |
| Categories | yes when present |
| Budgets | no. Empower exports transactions and net-worth data, not budget amounts |
| Goals / retirement plans | no. None of these apps export goal settings; set them again in Budgetfold, it takes a few minutes |
| Recurring | not as a list; press Find recurring charges after the import and Budgetfold proposes them from the history |
| Notes | yes when present |
Empower's dashboard is paired with its advisory business; check empower.com for what the tools cost today. Budgetfold is a budget, nothing else: free for this month (2 accounts, 100 transactions), $39 a year for everything, and it never sees a bank password.
Your transactions land in the register with their accounts and categories. Open the current month, move Ready to assign into categories until it reads zero, and the envelopes start working from today. Press Find recurring charges on Bills & subscriptions and Budgetfold proposes your subscriptions from the history, with renewal dates and yearly cost. Everything you import can be exported again as a zip of CSVs at any time, on every plan.
Empower Personal Dashboard is a trademark of its owner. Budgetfold is not affiliated with it. Export steps were checked on the date in the guide and may change; tell us at support+budgetfold@9gg.app if they have. General information, not financial advice.
Other guides: YNAB · Mint · Monarch · EveryDollar · Rocket Money · Goodbudget · PocketGuard · Quicken Simplifi · Copilot Money · Quicken Classic · Tiller
Budgetfold