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Import · EveryDollar

Moving from EveryDollar: one CSV per month, from the bottom of the budget.

EveryDollar's export is real but narrow: Premium only, one month at a time, tracked transactions only. Budgetfold reads each file and turns Group and Item into category groups and categories.

Importer for EveryDollar's CSV (Group, Item, Type, Date, Merchant, Amount). Checked on everydollar.help.ramseysolutions.com ("Export Tracked Transactions", updated 30 June 2026), 9 September 2026. EveryDollar's free tier has no export; if you are on free, type this month's transactions or use your bank's statement download instead.

How to move your EveryDollar data

  1. Sign in to EveryDollar on a computer (Premium plan).
  2. Scroll to the very bottom of the budget → Download as CSV. You get the month you are viewing.
  3. For earlier months: change the Month and Year drop-down (top left) and repeat. Only tracked transactions appear; a blank file means nothing was tracked that month.
  4. In Budgetfold: Import → upload each CSV. Same month twice never duplicates.
Start free and import

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.

What carries over

From EveryDollarInto Budgetfold
Transactionsyes: date, merchant, amount, and the budget item as category
Accountsno. EveryDollar's file has no account column; everything lands in one account you can rename or split
Categoriesyes: Group becomes the category group, Item the category
Budgets / planned amountsno. The export holds transactions, not planned amounts
Goals and fundsno. None of these apps export goal settings; set them again in Budgetfold, it takes a few minutes
Recurringnot as a list; press Find recurring charges after the import and Budgetfold proposes them from the history
Notesnot in EveryDollar's export

Price and plan comparison

EveryDollar's free tier is manual entry like Budgetfold; Premium adds bank sync and is sold with the Ramsey+ membership, whose price changes often, so check their page. Budgetfold is free for the current month (2 accounts, 100 transactions) and $39 a year for everything, with rollover and goals on every plan.

After the import

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.

EveryDollar 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.

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