Importing accounts and transactions from Mint
You can move your accounts and transactions from Mint to PocketSmith. Use the custom Mint import tool to bring your data over in just a few seconds.
In this user guide
Exporting your accounts and transactions from Mint
To start, you need to export your transactions for each account from Mint. Uploading your exported CSV file from Mint will create all of your old accounts and transactions in PocketSmith that were previously stored in Mint.
Use the steps below to generate a complete export from Mint.
- Sign into your Mint.com account
- Go to the Transactions page
- Click the 'Export all transactions' link. This link can be found at the bottom right of the Transactions window.
- Save the file to your computer. The process will save your data as a CSV file.
You're now ready to upload your files into PocketSmith!
Importing your Mint files into a new PocketSmith account
Now that you have your Mint file(s) ready to import into your PocketSmith account, you can access the importer easily from your checklist (just follow the steps below).
Or you can jump straight to the importer here - Mint importer - and follow the instructions below, from step 3.
- 1
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Choose Move from another app to bring accounts from another PFM
- 2
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Select
Mint from the selection of apps
- 3
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Drag and drop your Mint CSV files directly onto the page.
- 4
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Your files will automatically upload and give you a rough summary of the details about accounts and transactions held, click
Yes, continue importing if all looks good
- 5
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Follow the steps on the import form and fill in bank names and balances. Click
Save and continue when completed.
- 6
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And just like that! You're all done! You have successfully migrated from Mint to PocketSmith.
Importing your Mint files into an existing PocketSmith account
- 1
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Go to the Accounts menu and select
Account Summary
- 2
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On the Account Summary page, select
New offline account in the toolbar and select the
Express migration tool
- 3
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Select
Mint from the selection of apps
- 4
- Continue with the steps above to complete your import: Importing your Mint files into a new PocketSmith account
