Actual Budget is used for ongoing spending decisions, not just end-of-month reports. Copy a small budget with income, recurring bills, split transactions, and category balances into a candidate. Use it for a normal month and see whether overspending and transfers remain easy to understand.
Reconcile imported bank transactions and check that amounts, dates, and payees match the source. Export again to confirm you can leave later. If shared household access matters, test it with the other person rather than guessing from a permissions page. A successful migration preserves the budgeting habits that prevented surprises, not only the historical transaction list.
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