Move data over from Mint to Monarch

You can export your transactions from Mint into a CSV format which you can import into Monarch in comma-separated value (CSV) format. This can be helpful if you are considering Monarch as a Mint alternative and need to move your data over. 

 

Please Note: It is not possible to undo a CSV import, so please take care to double check you are importing the correct file.

 

Here is a video showing step by step how to import your data into Monarch

Importing multiple accounts

If you have more than 1 account you would like to import or, in particular, if you are importing data from Mint we recommend using the multi-account importer. 

To ensure success in uploading your information, only upload some of your accounts at once if they contain a lot of history. Start by uploading your biggest accounts alone if they possess around 5,000 transactions or so. After this, you can then upload your smaller accounts all at once!

The multi-account importer can be found in the "add account" screen:

mint-csv.gif

If you are importing directly from a Mint CSV file everything will be mapped to the appropriate fields in Monarch without needing to open or edit the file. If you wish to make your own CSV by combining multiple data sources before importing the format needed are these 9 columns in this order (CSV field = Monarch field):

  1. Date = Date
  2. Description = Merchant
  3. Original Description = Original Statement
  4. Amount = Amount
  5. Transaction Type = credit or debit

  6. Category = Category
  7. Account Name = Used to map the multiple accounts
  8. Labels = Tags (not yet supported)
  9. Notes = Notes

 

Step 1

The first step you will see after uploading your file is a way to clean up your Tags. You will see a list of Tags from your file and you can choose which ones to bring over to Monarch.

Screenshot 2023-11-08 at 7.49.52 PM.png

Step 2

The second step is to map your Mint categories to Monarch categories. 

Screenshot 2023-11-08 at 8.38.34 PM.png

 

 

Step 3

The next step is to map your financial accounts from the Mint file to financial accounts in Monarch. If you do not have your accounts setup in Monarch yet you may choose to add a new manual or synced account when importing or ignore an account from the CSV entirely. 

Screenshot 2023-11-08 at 8.45.07 PM.png

 

Step 4

You will then choose if you want to prioritize your Mint data or newly synced data. Choose the option to prioritize Mint data to keep your transactions exactly as they are in the file.

Screenshot 2023-11-08 at 8.45.23 PM.png

 

 

Step 5

You will see a spinner as the file is processing. This can take a few minutes. Please do not close the tab.

 

 

Screenshot 2023-11-08 at 8.45.37 PM.png

 

Step 6

You'll see a confirmation of what was imported and what you can do next.

Screenshot 2023-11-08 at 8.48.30 PM.png

 

Now, all the transactions that you imported from Mint will be in Monarch 🎉. 

You can also import all your Mint account balance history at once. If you use our Mint import flow you'll see an option for account balances.

Note that if an account is not fully visible in Mint and is hidden in any way (i.e., hide from budgets & trends) the exporter will fail to download the balance information. Once the accounts are set to being fully visible the balances will be included in the export.

 

If you still have questions, here are more resources to help with your Mint migration:

Mint Importing Frequently Asked Questions

Tips for Importing a Large Mint CSV File

Import data manually from banks or other finance apps

 

 

 

Was this article helpful?
91 out of 147 found this helpful