User of Mint and Exploring other Options.

Dan Soderberg's Avatar

Dan Soderberg

02 Nov, 2023 08:15 PM

Hi! Want to know if I can transfer data from my Mint account to this app? Thanks!

  1. 1 Posted by Dan Soderberg on 02 Nov, 2023 08:18 PM

    Dan Soderberg's Avatar

    Can I transfer data from Mint to this app?

  2. 2 Posted by dwg on 02 Nov, 2023 08:56 PM

    dwg's Avatar

    Migrating data between personal financial software programs generally requires you to export the raw transaction data into a universal format that programs can read and process as the programs keep their data in proprietary formats or encrypted. The best format, although far from perfect is QIF, for non investment accounts CSV can often also be used but will be more work.

    Unless they have migrated from a named program the people here generally will have only general knowledge about specific programs.

    As far as I am aware Mint only provides exports in QIF format, I'm sure as a user you can explore if any other formats are available. I believe you can use the steps below to generate a complete CSV export from Mint.

        1. Log into your account
        2. Go to the Transactions page
        3. Click the 'Export all transactions' link. You should see this link at the bottom right of the Transactions window as can be seen in the screen image below.
        4. Save the file to your computer. This process will save your data as a CSV file.

  3. System closed this discussion on 01 Feb, 2024 09:00 PM.

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