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.

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In this user guide

Exporting your accounts and transactions from Mint Importing your Mint files into a new PocketSmith account Importing your Mint files into an existing PocketSmith account

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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.

1. Sign into your Mint.com account
2. Go to the Transactions page
3. Click the 'Export all transactions' link. This link can be found at the bottom right of the Transactions window.    
4. 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!

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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

Choose  Move from another app to bring accounts from another PFM 

2

Select  Mint from the selection of apps

3

Drag and drop your Mint CSV files directly onto the page, or click Choose file to select a file to upload

4

PocketSmith will display a summary of the accounts and transactions within your chosen file. Click  Yes, continue importing to import your accounts and transactions.   

5

 Enter the bank or institution names and balances for each account. Click Save and continue when completed.

6

And just like that! You're all done! You have successfully migrated from Mint to PocketSmith.

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Importing your Mint files into an existing PocketSmith account

1

Go to the Accounts menu and select  Account Summary

2

On the Account Summary page, select New offline account in the toolbar and select the Express migration tool

3

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