How to Easily Export Mint Transactions to a Spreadsheet

Here's how to export your Mint transactions to Google Sheets and Microsoft Excel for analysis, backup, and migrating to a new money management tool.

UPDATE: Intuit just announced Mint is closing at the end of 2023. Read about the best Mint alternatives and what to do now if you’re a Mint customer.

Mint introduced millions of people to tracking their personal finances with their smartphones and on the web.

However, many people eventually grow beyond Mint and need to migrate to an alternative with: 

  • Fully customizable transaction categories 
  • Detailed spending trend analysis 
  • Custom reports
  • More flexible budgeting tools
  • Stricter consumer privacy policies
  • No ads 

Fortunately, it’s fairly easy to export Mint transaction history. And it’s easy to import Mint data into Google Sheets or Microsoft Excel for safekeeping.

Things to know about exporting Mint transactions in advance: 

  • Transactions can only be downloaded via Mint web, not the smartphone app.
  • You can only download 10,000 transactions at a time. If you have more than 10,000 transactions be prepared to you’ll need to export your data in batches. 
  • Transactions are downloaded in standard CSV format.
  • For each transaction, the Mint export CSV file includes:
    • Date
    • Description
    • Original Description
    • Amount
    • Transaction Type
    • Category
    • Account Name
    • Labels
    • Notes you’ve added

How To Download Transactions from Mint 

Export Mint Transactions
Mint Data Export Detail
  1. Sign in to Mint.com and select “Transactions” in the left panel
  2. If you only want to download a range of transactions, select “Filters” in the left dropdown menu.
    • Because you can only download 10,000 transactions at time, you may need to set date filters to download your entire transaction history. 
    • You can filter by category, tag, or date
    • You can also use search keywords to find specific transactions 
  3. Select “Export Transactions” 
  4. Your CSV file of transaction data will download to your computer

How to Import Mint Transactions Into Microsoft Excel

Mint CSV
Mint CSV

Start by following the instructions above to download your Mint transactions as a CSV file. Then:

  1. Open Microsoft Excel and create a new workbook.
  2. Click on the “Data” tab in the top menu and select “From Text/CSV” in the “Get & Transform Data” section.
  3. In the “Import Data” dialog box, locate and select the CSV file you downloaded from Mint and click “Import”.
  4. In the “Text Import Wizard” dialog box, select “Delimited” as the file type and click “Next”.
  5. Choose “Comma” as the delimiter and make sure the “My data has headers” checkbox is selected. Click “Next”.
  6. Choose the appropriate data format for each column (e.g., “Date” as Date format, “Amount” as Currency format) and click “Finish”.
  7. Choose the location where you want to import the data (e.g., a new worksheet or a specific range of cells) and click “OK”.

How to Import Mint Transactions Into Google Sheets

Import Mint Google Sheets
Import Mint to Google Sheets

Start by following the instructions above to download your Mint transactions as a CSV file. Then:

  1. Open a new Google Sheets document and go to “File” > “Import” > “Upload” to upload the CSV file you downloaded from Mint.
  2. Select “Replace spreadsheet” to replace the existing data in the sheet with your imported Mint transactions. Alternatively, you can choose to import your data into a new sheet.
  3. Once the import is complete, you may need to format the data to make it more readable. For example, you can adjust the column widths, add filters, or sort the data by date or category.

Tips for Importing Your Mint Transaction History into Tiller-Powered Spreadsheets

Tiller is the only automated personal finance service built on Google Sheets and Microsoft Excel. It connects your banks to your spreadsheets and imports your daily finances with a click. 

People switch to Tiller for a more capable, customizable, and private tool for managing their money than Mint. They also want a tool that gives them clear, unambiguous ownership of their financial data and transaction history. 

With Tiller, you always own and control your financial data.
Unlike any other personal finance service, Tiller exclusively stores your transactions, balances, and categories in your own private spreadsheets. You log into and manage your spreadsheets with your secure Google or Microsoft account, independent of Tiller.

Here are some tips for getting your Mint data cleanly uploaded and organized in Google Sheets.

1. Export your data from Mint

Follow the steps above to export your Mint transactions.

2. Start with the Foundation Template for Google Sheets

Automatically track your financial life with the Foundation Template, including sheets for tracking your expenses, budgets, and net worth – all with the flexibility of Google Sheets and Microsoft Excel.

3. Use the free “Import CSV Line Items” tool

  1. Install the Tiller Community Solutions add-on
  2. Choose Tools > Import CSV Line Items
  3. Upload the Mint CSV from your computer
  4. On the summary screen, choose a date range for the data you’d like to add to the Tiller-powered sheet
  5. Click “Add to Transactions sheet”

4. Customize your categories

With your data in a Tiller-powered spreadsheet, you can totally re-think the way you want to categorize transactions. You customize your categories on your Categories sheet.

To update Transactions that have already been categorized:

  1. Turn on the Filter in the Transactions sheet
  2. Sort the Category column from A>Z
  3. Update one invalid entries (red triangle in upper right)
  4. Use the quick fill square to update the other entries
  5. Repeat for each category you want to adjust

Alternatively, you can use AutoCat and run it on “All Transactions” to help you update categories and build a ruleset for ongoing automatic categorization.

Links for further reading

Heather Phillips

Heather Phillips

Heather comes from a background of user experience design & customer support. She loves helping others learn, explore and discover better ways to use applications and products that improve their lives. When she’s not coaching customers on Tiller best practices, tweeting or writing blogs, she’s probably at a yoga class, out for a hike in the Blue Ridge, or off volunteering for a variety of non-profits.

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