Import financial data from Mint

Overview

Thrive in Life Kit provides the functionality to import your financial data via a CSV file that has been exported from Mint. It is quick and easy.

Export a CSV file from Mint

Mint will use account names in the exported CSV file. So, it is crucial to rename the accounts in Mint such that the account names, even associated with different institutions, are unique. Account names need to be unique across all accounts listed in Mint. Otherwise, accounts will be combined in unexpected ways if they are exported with a common account name.

Mint uses the ‘Description’ field to define the payee/payer for a transaction. Since Mint truncates this field as it is received from your financial institution, it is entirely possible that payee/payer information will be truncated to the point of being less than useful.

Here are the steps to export your financial data from Mint as a CSV file.

Sign in to Mint.com and select “Settings” in the left panel. Select “All” under “Your Accounts” under “Settings”. Click on each account and edit the “Name” so that all accounts have uniques names. Click save for each changed account name.
Select “Transactions” in the left panel.
Select all accounts or a specific account for export. Mint limits the number of transactions for a CSV file to 10,000. If the limit is exceeded for all accounts, then try exporting one account at a time. You may also set date filters to split the export into multiple ranges. However, these must be pieced back together into a single CSV before importing into Thrive in Life Kit.
Select ‘Export nnnn Transactions’ where nnnn is the number of transactions for export.
Your transactions will be converted into a CSV file by Mint and downloaded to a folder on your computer or device.

Import the CSV file into Thrive in Life Kit

Here are the steps to import a CSV file, exported from Mint, into Thrive in Life Kit.

Go to Thrive in Life Kit Settings (iOS) or File on main menu (Mac), select Import, select Mint.
Locate and select the CSV file for importing.
Fill in the current balances for each imported account. Then, click ‘Save’ to complete the import.

Post import clean-up

The name of the financial institution associated with the account name is not part of the CSV file and will be initially set to “Import Mint”. Use Manage Institutions to create or rename institutions. Use Manage Accounts to rename or move accounts to a new institution.

CSV file format details

The column headers in Mint’s CSV file are mapped to account and transaction fields in Thrive in Life Kit as follows:

Mint Field -> Thrive Field

Date -> Date (format: mm/dd/yyyy)
Description -> Payee/Payer (length may have been truncated)
Original Description -> not used
Amount -> Amount (always a positive number, no dollar sign)
Transaction Type -> Transaction Type (debit, credit)
Category -> Category
Account Name -> Account Name
Labels -> not used
Notes -> Memo