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

Sign in to Mint.com and 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

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
Description -> Payee/Payer
Original Description -> not used
Amount -> Amount
Transaction Type -> Transaction Type
Category -> Category
Account Name -> Account Name
Labels -> not used
Notes -> Memo