Mint Upload

mas2024
mas2024 Member
edited January 16 in Adding and Updating Accounts

Signed up recently and docs say not to touch the mint export. Exported a little while ago - all accounts in a single CSV. Can this be broken in to CSV by account? Or will that be an issue with the "mint import" and related pricing/offer? Thanks.

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Best Answer

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭
    Answer ✓

    The Mint CSV file can be broken down by account. Filter by the account name on column G of the Mint CSV. Then copy the filtered results to a separate CSV file. Repeat for as many accounts as you need to import to Simplifi. I only imported data for open accounts and left the others in Excel for my records.

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    Simplifi User Since Nov 2023

    Minter 2014-2023

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