Start fresh if you want to set up finerd without bringing data from another app. If you already track your finances and want to keep that history, choose migration.
Web
iOS
On Migration to finerd, choose:
Start from scratch to continue setup without importing your history.
Start migration to choose your data source: Saldo, Finerd, My spreadsheets, or Other.
For migration, prepare CSV (.csv) files: up to 10 files with a combined size of up to 10 MB.
Choose to migrate your history or start from scratch.
On Choose a starting point, choose:
Start fresh to begin without importing your history. Next, Pick a goal and we’ll show you how lets you choose what you want help with in finerd.
Import from Saldo to open the CSV file picker for a Saldo migration.
For Import from Saldo, prepare one CSV file (.csv) exported from Saldo.
