Preserving Mint Data and Migrating to Alternative Budgeting Apps

If you're considering switching from Mint to an alternative budgeting app, it's essential to preserve your existing data and understand the process of migrating to a new platform. In this post, we'll guide you through exporting your data from Mint, uploading it to alternative budgeting apps, and provide an overview of various apps that support Mint data imports.

Exporting Data from Mint

Mint allows you to export your transaction data in two ways:

Method 1: Exporting All Transactions

1. Go to the "Transactions" page in your Mint account.
2. Click on the gear icon and select "Export."
3. Choose the export format (e.g., CSV, PDF).
4. Select the date range for the transactions you want to export.
5. Click "Export" to download the file.

Method 2: Exporting Transactions by Account

1. Go to the "Accounts" page in your Mint account.
2. Select an account you want to export transactions for.
3. Scroll to the bottom of the account page.
4. Click "Export" next to the transaction list.
5. Choose the export format (e.g., CSV, PDF).
6. Select the date range for the transactions you want to export.
7. Click "Export" to download the file.

Uploading Mint Data to Alternative Budgeting Apps

Once you've exported your Mint data, you can upload it to alternative budgeting apps. The process may vary depending on the app's requirements. Here are some examples:

Empower (formerly Personal Capital)

You can export all your transactions from Mint, but you cannot upload data from Empower. However, you can use Empower for investing and connecting your investing accounts.

Other Budgeting Apps

You may need to export your transactions from Mint on an account-by-account basis, depending on the app's requirements. This may be necessary if the app only allows importing transactions for specific accounts.

Why Preserve Your Mint Data?

Preserving your Mint data is crucial for several reasons:

• Having your data preserved can be useful for future reference or in case you decide to switch back to Mint.
• Exporting your data helps you maintain a record of your financial history and transactions.

What's Next?

In future posts, we'll explore more budgeting apps and how to upload your Mint data to them. We'll also cover additional tips and tricks for managing your finances and using budgeting apps effectively.

Importing Mint Data into Various Budgeting Apps

Here are some budgeting apps that support Mint data imports:

Tiller

• Be careful when importing data from scratch, as it will bring over all transactions without filtering duplicates.
• If you've already used Tiller and have existing transactions, the import tool will not weed out duplicates, so you'll need to go in and remove them manually.
• To avoid duplicates, you can use the date sliders to limit the import range.

Monarch Money

• Unfortunately, the app was unable to import data from Mint, requiring a transaction-by-transaction or account-by-account upload.
• This process was unsuccessful, as the upload process stopped spinning after 30 minutes.

Countabout

• Countabout allows for easy import of Mint data, with no need to separate transactions by account.
• Simply navigate to the settings, scroll down to "Import Mint Data," and upload the file.
• The app successfully imported 23 transactions from the Venture credit card, including categories, which may need to be adjusted.

Simplifi (Quicken)

• Simplifi is a budgeting app that offers an online version, allowing for easy import of Mint data.
• The app was able to successfully import data from Mint, including categories.
• Note: Simplifi is a paid service, with a free trial available.

Tips and Recommendations

• Export your data from Mint and save it to a spreadsheet.
• Consider using Simplify as a close alternative to Mint.
• If you have multiple accounts, be prepared to spend some time importing data account by account.
• Leave a note in the comments below if you know of other apps that can import Mint data.

Conclusion

Remember to export your Mint data and save it to a spreadsheet. Simplify is a great option if you're looking for a close alternative to Mint. Consider trying out other budgeting apps like Empower, Countabout, and Tiller.