Aggregate Finance

Switching from Mint

Export from Mint

  1. Mint closed in March 2024, so the file has to be one you downloaded before then.
  2. It’s usually called transactions.csv. Look in your Downloads folder, or search your computer for it.
  3. Upload it as it is. You’ll choose where each account in it goes next.

What Aggregate Finance imports

The columns Aggregate Finance reads from your Mint file, and the column on your spreadsheet’s Transactions tab that each Mint column fills. Imported rows say Imported in the Source column.

Dategoes toDate
Descriptiongoes toMerchant
Amountgoes toAmount
Money out shows as positive, as in your spreadsheet
Categorygoes toCategory
Matched to your categories. You choose any we can’t match
Notesgoes toNotes
Account Namegoes toAccount
You choose which of your accounts each one is
Original DescriptionMatching only
Used to match transactions your bank already sent
Transaction Typegoes toAmount
Says whether money went out or came in, since Mint’s amounts are all positive
transactions.csvYour file
"Date","Description","Original Description","Amount","Transaction Type","Category","Account Name","Labels","Notes"
"3/02/2024","Corner Market","CORNER MKT #0412","62.10","debit","Groceries","Everyday Checking","",""
"3/13/2024","Example Employer","EXAMPLE EMPLOYER PAYROLL","2850.00","credit","Paycheck","Everyday Checking","","March pay"
Transactions tabAfter import
DateMerchantCategoryAccountAmountSource
Mar 2, 2024Corner MarketFood & drinkEveryday Checking$62.10Imported
Mar 13, 2024Example EmployerIncomeEveryday Checking-$2,850.00Imported

Then import it into Aggregate Finance

  1. Connect your banks

    Sign up and connect your banks through Plaid. We get the last 12 months of transactions from each one, and your Mint export covers the years before that.

  2. Upload your Mint file

    Choose Start an import on your dashboard, pick Mint, and upload the file. We recognize Mint’s columns, so there’s nothing to set up.

  3. Check what’s new

    Transactions your banks already sent are matched, so each one shows up once. If we’re not sure, you decide. You can remove an import later.

Get started

Mint is a trademark of its owner. Aggregate Finance isn’t affiliated with, endorsed by or sponsored by Mint.