Note: these steps are for Tiller powered Google Sheets, but a similar workflow could be used for Excel.
1. Get your data out of Mint
- Log into your Mint.com account
- Choose the Transactions menu option. Note: export one account at a time if you have multiple accounts connected to Mint because it makes formatting the data for use in your Tiller Sheet more manageable.
- Click the export link at the bottom of the page to automatically download a CSV file of your transactions.
2. Create a new sheet to use to re-format the data
- Navigate to your Google Drive.
- Choose the “new” button.
- Choose “File Upload.”
- Find and select the CSV you downloaded from Mint to add it to your Google Drive.
- Double click the file to open it and view it in the browser.
- Click the “Open with” button at the top.
- Choose “Google Sheets” to create a Google Sheets version of the CSV for quick and easy editing.
3. Check out your Tiller Sheet column order
- Open up the Tiller Sheet that you’d like to add this Mint data to from your Tiller Dashboard.
- Navigate to the transactions sheet.
- Verify the column order in your Tiller Sheet. Note: that your column order might be different than the ordering in the instructional animations below so be sure to double-check.
- Rearrange any columns that are out of order. Note: You can reorder any column by hovering over the column header until the hand icon appears, click and then drag.
4. Format the amount column
Because Mint doesn’t automatically format the amount column as currency with the correct debit or credit notation you’ll need to update the data in the amount column to reflect what’s in the “Transaction Type” column from the Mint CSV export file.
- Create a new column to left of the Amount column (which we renamed Mint Amount) in your Mint data sheet.
- Create another column for a formula (which we called “Amount Formula” in the animation)
- Create a third column for the values generated by the formula (which we named Amount).
- Type the formula into the first empty cell in the amount formula column. Take note that the cells referenced in the formula may be different in your sheet depending on how they’re ordered.
- Use the quick fill method to quickly fill the rest of the cells with the correctly formatted amount data. Note: hover your mouse in the lower right corner of the cell, click the blue square that appears, and drag the formula down to the bottom of your sheet to quickly fill in the correct amount for all the cells.
The formula essential looks for the value in the “Transaction Type” column, in this case column F. If it’s a credit (or income) then the Mint Amount remains a positive number, if it’s not then it assigns a minus sign to notate it as a debit (or expense).
5. Finalize the amount data
- Select all the data in the “Formula Amount” column
- Right click and choose copy
- Highlight the top empty cell in the “Amount” column
- Right click and choose “Paste special > Values only” from the Edit menu.
- Delete the “Mint Amount”, “Transaction Type”, and “Formula Amount” columns since they’re no longer needed.
- Select the entire “Amount” column and change the number format to currency, using the “Number > Currency” option in the Format menu.
6. Finalize your column order
We also recommend that you move the data in the category column from your Mint CSV export to the notes column because the categories between Mint and your Tiller Sheet will not likely match.
Finalize the order of your columns to match your Tiller Sheet, add the Account # and Account Institution columns and then you’re ready to paste the data into your Tiller Sheet.
7. Add the Mint data to your Tiller Transactions tab
- Select the first transaction date that’s not in your Tiller Transactions sheet.
- Select all the rows below it.
- Right click, and choose copy.
- Find the first empty row at the bottom of your Transactions sheet and select the empty cell
- Right click and choose "Paste special > Values only" from the edit menu
- Update the formatting for the date column to left align the dates
- Do a copy and paste of the Account # and Institution for these newly added transactions. Note: this is why we recommend doing one institution at a time at the beginning.
8. Reset the filter
The final step, to ensure that your filters work properly, is to turn the filter off and then back on for your Tiller Sheet. You can do this by clicking the square in the top left of your Tiller Transactions tab and then choose “Turn Filter off” from the main tool menu and then turn it back on.
A note about categorizing this historical data
Feel free to categorize this imported Mint data in your Tiller Sheet using your Tiller categories if you want. It really depends on what you’re trying to do. If you’re in doubt, leave your old data uncategorized and focus on making sure today’s, tomorrow’s, and next week’s new expenses are categorized rather than grooming all of your old data.