Overview
With Mint being discontinued, you may be wondering how to transfer your transactional data over to Quicken Simplifi. In this article, we'll go over how to import your transactions from Mint using a CSV file.
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Things to Note Before Import
After downloading the CSV or JSON file from Mint, DO NOT alter it before importing it into Quicken Simplifi. If there are changes that need to be made to the data contained in the file, we recommend doing so in Quicken Simplifi after the import is complete.
You must use the "Mint" option when importing transactions from Mint into Quicken Simplifi.
Mint imports are limited to 10,000 transactions per import unless you are using the Mint Import Chrome Extension.
Quicken Simplifi will not offer Recurring Transaction suggestions for imported transactional data. You will need to manually create Recurring Transactions.
Quicken Simplifi will import your Categories when importing from Mint. After importing your transactions, you'll be able to navigate to your Categories list under Settings and you'll see sections for "Mint Expense" and "Mint Income". You'll then be able to edit or move your Categories from there so everything is properly set up in Quicken Simplifi. Learn how to edit your Categories here!
Using the Google Chrome Extension to Import Transactions from Mint as a New User
Once you've created your account with Quicken Simplifi, log into the Web App.
You will begin our Getting Started Flow. To proceed, click on Get Started.
Enter your First Name, Last Name, and Zip Code, then click Next.
Select Import From Mint and then stay on the Direct Import (Chrome) tab.
Click the link for "Export Mint to Simplifi" Chrome Extension, and then add the Extension to your Chrome browser.
Navigate back to Quicken Simplifi and click the link to log in to your Mint account.
Log in to your Mint account in the new tab that opens, and then select the Export Mint to Simplifi extension.
Select Start Mint Data Export, and then select Download My Data.
DO NOT click away until your file has been downloaded.
Navigate back to Quicken Simplifi and select the JSON file you'd like to import or Drag & Drop the file into the window, then click Continue.
Once your transactions have been imported, Quicken Simplifi will offer you the option to then connect your imported accounts to your banks. To do so, click Link Financial Institutions.
If you decide to do this at another time, click Finish Later. If you wish to import another file, click Import More Data.
Once done with importing, click Continue. You will then be taken back to our Getting Started Flow to finish setting up Quicken Simplifi.
Using the Google Chrome Extension to Import Transactions from Mint as an Existing User
Hover over the menu on the left-hand side and select Transactions.
Click the import icon (upward-facing arrow inside a cloud) located to the upper right of your Transaction Activity.
Select Import From Mint and then stay on the Direct Import (Chrome) tab.
Click the link for "Export Mint to Simplifi" Chrome Extension, and then add the Extension to your Chrome browser.
Navigate back to Quicken Simplifi and click the link to log in to your Mint account.
Log in to your Mint account in the new tab that opens, and then select the Export Mint to Simplifi extension.
Select Start Mint Data Export, and then select Download My Data.
DO NOT click away until your file has been downloaded.
Navigate back to Quicken Simplifi and select the JSON file you'd like to import or Drag & Drop the file into the window, then click Continue.
Before you complete your import, we recommend you clear out any data in your Quicken Simplifi account before doing this process. To do so, click Clear and Proceed.
Or, you can skip this step by clicking Proceed Without Clearing.
If your accounts were connected to the bank prior to importing the JSON file, you will want to reconnect them by going back through the Add Account flow and then linking the accounts found to your existing Quicken Simplifi accounts.
How to Manually Download Transactions from Mint
Sign in to Mint.com and select Transactions.
If you want to download a subset of all of your transactions, select Filters in the top left. You can filter by category, tag, or date. You can also search for certain transactions by keyword in the search bar.
Scroll down the page.
Select Export transactions.
Your CSV file of transaction data will begin downloading.
You can view Mint's full support article on downloading transactions here.
Manually Import Mint Transactions as a New User
Once you've created your account with Quicken Simplifi, log into the Web App.
You will begin our Getting Started Flow. To proceed, click on Get Started.
Enter your First Name, Last Name, and Zip Code, then click Next.
Select Import From Mint.
Select File Import (Mint CSV).
Select the CSV file you'd like to import or Drag & Drop the file into the window, then click Continue.
Quicken Simplifi will detect the accounts imported from your CSV file. Select the Account Type for each account, then click Continue. You can also rename your accounts from this screen if you'd like.
Once your transactions have been imported, Quicken Simplifi will offer you the option to then connect your imported accounts to your banks. To do so, click Link Financial Institutions.
If you decide to do this at another time, click Finish Later. If you wish to import another CSV file, click Import More Data.
After you're done importing and/or connecting your accounts, you will have the option to then import your Account Balance History. Our support article here has more details on this.
Once done with importing, click Continue. You will then be taken back to our Getting Started Flow to finish setting up Quicken Simplifi.
Manually Import Mint Transactions as an Existing User
Hover over the menu on the left-hand side and select Transactions.
Click the import icon (upward-facing arrow inside a cloud) located to the upper right of your Transaction Activity.
Select Import from Mint.
Select File Import (Mint CSV).
Select the CSV file you'd like to import or Drag & Drop the file into the window, then click Continue.
Quicken Simplifi will detect the accounts imported from your CSV file.
If the accounts are being added as new, select the Account Type for each account. You can also rename your accounts from this screen if you'd like.
If you're importing into an existing Quicken Simplifi account, you must link the account(s) found to your existing account(s) by clicking the Link dropdown menu, and then selecting the existing account.
Click Continue.
Troubleshooting Mint Import Issues
Although our refined import process should run smoothly for most of our transitioning Mint users, we've compiled some troubleshooting tips and tricks; some even learned from other users just like you who have already completed their Mint imports in Quicken Simplifi! If you're experiencing trouble importing your transactions from Mint, we suggest the following:
Try importing smaller batches of transactions. Sometimes larger imports can cause delays or failures, and this can be impacted by the processing capabilities of your computer, internet speed, etc. If a smaller batch works, we recommend continuing with smaller batches for a better chance of success.
If you're importing multiple accounts at once, try importing into just one account at a time. This falls into not only importing smaller batches but may even help you identify a specific account as having an issue.
Try importing into a test dummy account. If you're able to import into a test dummy account, there may be something with the original account that's causing issues. You can continue to import into the new account and then keep it if it works!
Make sure to carefully follow the steps outlined above when importing transactions from Mint. Our "Things to Note Before Import" section and the steps listed above are here for a reason--to ensure a successful import for you!
If you're connecting the accounts you're importing Mint transactions into to the bank in Quicken Simplifi, although Quicken Simplifi should apply a de-duping logic, we have seen users who have still experienced duplicate transactions. To avoid this, we have some suggestions:
Import transactions from Mint first, and then connect the accounts to the bank. When transactions are downloaded from the bank, they should match and not duplicate the already imported transactions.
If you've already connected the accounts to the bank before importing, you'll want to make sure the dates don't overlap in your CSV file. Banks typically provide 90 days of data when first connecting, so be sure to check your Quicken Simplifi account register to confirm the start date of your transactions. You can then filter your Mint export to not download transactions on or after that start date.
Since split transactions are treated as separate transactions in Mint and Quicken Simplifi treats splits as part of a parent transaction, duplicates may occur when importing, as Quicken Simplifi will not match separate transactions to one split transaction. To resolve this, you can either delete the duplicate split transaction in Quicken Simplifi, or you can delete the separate transactions in Mint and then split the transaction in Quicken Simplifi accordingly after it's imported.
Although Categories will be created in Quicken Simplifi when importing your transactions from Mint, we've seen better success at mapping Categories when they already exist in Quicken Simplifi. So, before importing transactions, you can navigate to Setting > Categories to set up all of your Categories first.
Note: At this time, transactions cannot be imported via the Quicken Simplifi Mobile App; instead, you'll want to use the Web App for this.
If you run into any trouble importing your transactions from Mint, our Support Team is happy to help!