How To Export Your Mint Transactions And Migrate Them To A New Budgeting App

[@rohanwilliams72]

I imported into Simplifi from Mint and it was flawless. It was categorized and it was fast. Love the interface and speed. The app works great too, and there are additional features I did not have in mind. For less than $3 a month it's a win.

[@DoughRoller]

Yeah, Simplifi is a great option. I've been testing it for over a year. Much better now that it's available on desktop and has added investment tracking.

[@coocoocachooglin]

Did you create your accounts and sync them first, then import your mint data, or did you import mint data first and then create accounts and sync data?

[@coocoocachooglin]

Thanks Rob! For Simplify, do you import your mint account data first, or do you link your accounts first? If you link your accounts first, how far back does it link data go? My Mint data goes back to when Mint started. And if I link to the accounts, and import the mint accounts from today, will it manage the duplicate data?

[@mikephilpot9857]

Thx for the walkthroughs. I don’t use any of these budgeting apps, but good to see them if I ever decide to…

[@josearaquedrums7830]

Hey man, awesome video! Very helpful, thanks!... Quick question, I only used Mint to download the csv file of all my transactions monthly, which one would you say is the best option for that, since Mint is over... thanks again!

[@funtechu]

I want to add that YNAB can import from a CSV as well.

[@DoughRoller]

Thanks for the tip. I used YNAB for years and it's great for budgeting.

[@michaeldinardo6391]

Thank you Rob, love your work!

[@amandabrown6851]

What about all the categories like car repair or Christmas fund that you may put money in and save up each year. How did you deal with it?

[@jfaxio]

Thanks for the overview. Would be nice if any of these apps supported Apple Card transactions (automatic updated instead of manual csv import). I realize this is an Apple-Yodlee integration issue. Mint was the only app supporting Apple Card, so hope one of the others (Empower or Tiller) can get it done before Mint shuts down.

[@DramaticRascal]

Thanks for the info! Quick question... what's the keyboard you're using? I'm somewhat of a mechanical keyboard enthusiast haha

[@shrikanthgopalan1266]

I just tried exporting Mint Transactions as a singleton file. System showed 18K records, but it downloaded only 10K records. Also I found the singleton file has incorrect/unusable Account names in the file. There seems to be some limits on record size. Monarch was working very well - two issues - failed to connect to my main checking and same as shown here - failed uploading historical transactions. Also Monarch was terrible was working with regular Fixed Income assets, Dashboard did not even add up to 100% - I love Empower works great. Was hoping Monarch would be better (no luck as of now).

[@theeds]

That amazon order issue is a real problem when using Empower and Monarch. I wish they had a better way to sync the data.

[@angelo8074]

Hi Rob, Great videos and info. Is it possible to enroll in Empower and Simplify w all accts? Will the data be sent to both services? Only using Mint now. Thx

[@rhondanerren4797]

Great video, thank you!

[@SP-wg5pn]

It's a shame my bank started out with a limited version of men that I liked it so much I went and got involved in mint and I lived and died by that . I hope in power season opening and enables a better budgeting tool I'm going to give it a try😢