Import financial data from Mint
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
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
How can I download my transactions? Mint Help article