Import from ZenMoney

If you were tracking finances in ZenMoney, you can migrate your entire history to ExtMoney in one step — without exporting a file. ExtMoney connects to your ZenMoney account via an access token and directly imports: currencies, accounts, categories, and transactions, including transfers between accounts (in ExtMoney, these become unified paired transfers instead of two separate transactions).

Available only in the web version. Team members with the editor role or higher can initiate the import.

How to do it:

1. Open "Import · Export" in the left-hand menu and click "Open" on the "Import from ZenMoney" card (or go to /app/import/zenmoney).
2. Paste your ZenMoney access token into the field. The token is created in your ZenMoney account (access tokens / API section). The token is used only for a one-time download and is not saved anywhere — neither in the database nor in logs.
3. Optionally, specify the start date (to download transactions only from this date) and enable "Delete existing data first" if you want to start from a clean slate (see warning below).
4. Click "Start import" and monitor the progress: data retrieval → currencies → accounts → categories → transactions. Upon completion, a summary is displayed (how many accounts, categories, transactions, and transfers were added).

What's important to know:

• Duplicates are not duplicated. You can run the import multiple times — already imported accounts, categories, and transactions are recognized and skipped. This is safe if the import was interrupted or you want to load new transactions.
• Accounts and types. A ZenMoney account type is transferred to the closest ExtMoney type (cash, card, account, deposit, credit); the initial balance is taken from ZenMoney, so the current balance will match after the entire history is loaded. Archived accounts are imported as inactive.
• Currencies. Only currencies in which your accounts are held are added — the entire ZenMoney currency catalog is not transferred to ExtMoney.
• Categories. Imported by name. If you already have a tag with the same name, it will be reused (a new duplicate will not be created).
• "Delete existing data". This option irreversibly deletes all your current accounts and transactions before importing — this cannot be undone. Enable it only if you are truly starting from scratch.
• Cancellation. While the import is in progress, it can be canceled — the download will stop at the nearest step (already added entries will remain; a repeat launch will load the rest without duplicates).
• If the token is rejected, the import will end with the error "Access token rejected" — check the token and try again.

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