We want to make this as seamless as possible for you. You can export your data from Roi with the following steps:
To export your data from Roi
Make sure you’re on the latest version of the app
When you open Roi, you’ll see an announcement about the shut down with the option to download your data. Alternatively, you can tap on the announcement card in your portfolio screen.
Tap the download button and confirm your email address
We’ll send you an email with a secure link to download your financial data in CSV format
If you need help with these steps, please email us [email protected] or send us a message in the app.
To import your data to Monarch, follow these steps:
Confirm your CSV is formatted with the correct columns and order (date, description, etc). Details here.
Visit Monarch on desktop
Make sure you've already connected or manually added the accounts you want to import data for before starting your data import.
Navigate to Accounts and click +Add Account in the top right.
Choose the option to “Import transaction & balance history”
Follow the prompts to be guided through a few additional steps to upload your CSV, assign accounts and get Monarch up to date with all your history.
If you need help importing your data or getting started with Monarch, they have a great support team ready to help with anything you need. Reach out at [email protected]