Since Mint announced its closure, we have received multiple inquiries regarding transferring Mint data to PocketGuard for a smooth transition. Now, we would like to introduce our Mint data transfer feature, which will make the transition as easy as possible.
The new feature is based on the Mint CSV files and allows you to transfer all of your historical data from Mint to PocketGuard, keeping the details such as transaction history, categorization, Net income, and Net worth reports.
How will this be done?
Since all applications have their own peculiarities, we understand that simple transaction import is not enough when it comes to years of data, as it would take a ton of time to customize all the transactions.
To help our users avoid such misery, we automated this process and wrapped it in simple steps:
- Step 1: Connect your bank accounts or add them using our internal accounts - cash accounts.
This step will help the app to identify pairs between accounts and transactions.
- Step 2: Upload your Mint CSV file only.
PocketGuard needs to know what data should be transferred.
- Step 3: Match Mint categories with PocketGuard ones.
The names of PocketGuard and Mint categories may be different, so we need to match them. If PocketGuard doesn't have the correct category, you can add it manually.
NOTE: If you do not select the proper category, PocketGuard will categorize such transactions as "Uncategorized".
- Step 4: Match the accounts from the Mint file with PocketGuard accounts.
To avoid duplication, we need to know which accounts your transactions should be uploaded to.
NOTE: You can also ignore transactions from a specific account by toggling it off.
- Step 5: Let us know which transactions you want to prioritize.
We recommend choosing Mint prioritization because it imports all transactions from your CSV file. This perfectly works if you have not yet categorized transactions from connected accounts.
The other option is to choose PocketGuard prioritization, so we leave the data received from the data providers and just add your Mint transactions from earlier dates.
How to use the Mint data transfer feature?
You can transfer your data by following these steps:
- Go to the "Accounts" tab;
- Hit the “+” icon in the upper right corner;
- Select Move from Mint to PocketGuard;
- Connect/add your accounts or skip this step if everything is already done;
- Upload your Mint CSV;
- Assign Mint categories to PocketGuard categories;
- Assign Mint accounts to PocketGuard accounts;
- Select the prioritization;
- Hit Import transactions.
How to delete Mint import?
You can delete the import by hitting the "Delete" button in the import details.
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