Bring your data in

Starting fresh is fine — see Getting started. If you already have a budget elsewhere, you can import instead of typing everything by hand.

• YNAB — export from YNAB and import into a new or existing DollarWarden budget.
• Bank files — QFX/OFX or QIF statements can seed a new budget or add transactions to an account you already have.

After a YNAB import, open Assign to check your envelope groups and funded amounts, and spot-check a few account registers for balances and recent history. A bank file only adds transactions — open that account’s register and categorise each new row to an envelope so Available stays honest. Fix anything that looks off before you keep assigning money for the month.