You can move your accounts and transactions from Mint to PocketSmith. First, export your Mint data, then bring it over in just a few seconds with the custom Mint import tool.
Exporting your accounts and transactions from Mint
Mint shut down on 23 March 2024. You can no longer export your accounts and transactions from Mint. You needed to have exported your accounts and transactions from Mint before the shutdown date.
Importing your Mint export data into a new PocketSmith account
Important
When importing data from another app, we recommend using a fresh PocketSmith account to avoid creating duplicate bank accounts.
If you have just started your PocketSmith journey and already have some data in your account, it's best to reset your PocketSmith before attempting to import data from your previous Personal finance management app.
For details on restarting your account, see: Options for resetting your PocketSmith account.
Now that you have your Mint export transactions ready to import into your PocketSmith account, you can access the importer easily (just follow the steps below).
Or you can jump straight to the importer here - Mint importer - and follow the instructions below, from step 4.
- From the Welcome page, Select Start here from the Upload your data option
- Then select MOVE FROM ANOTHER APP
- Select Mint from the selection of apps
- Drag and drop your Mint CSV files directly onto the page, or click Choose file to select a file to upload
- PocketSmith will display a summary of the accounts and transactions within your chosen file. Click Yes, continue importing to import your accounts and transactions.
- Enter the bank or institution names and balances for each account. Click Save and continue when completed.
- And just like that! You're all done! You have successfully migrated from Mint to PocketSmith.
