If you're transitioning from Mint to Tiller you can use these steps to help get your data out of Mint and into your Tiller spreadsheet. If you don't care to bring over your data from Mint (a fresh start can be very invigorating!), we recommend using the Foundations Guide for getting started with Tiller.
Basics
Connect your financial institutions on the Tiller Console at https://my.tillerhq.com
Use the navigation on the right of this help article page to review and follow the steps for the platform you want to use (Google Sheets or Microsoft Excel).
📺 Click here to check out a recording of our Welcome to Tiller from Mint webinar.
Steps for Google Sheets
1. Start with the Foundation template for Google Sheets
You can skip these steps if you've already started a Google Sheet with Tiller Money Feeds
On the Console click "Create a spreadsheet" and then Start with Google Sheets
Follow the instructions on the Install Help tab to install the Tiller Money Feeds add-on and feed your bank data into the Google Sheet
2. Get your data out of Mint
Log into your Mint.com account.
Choose the Transactions menu option.
Click the export link at the bottom of the page to automatically download a CSV file of your transactions.
ℹ️ You may need to do multiple exports since there is a 10,000 transaction limit per export. Use the pagination buttons at the bottom of the Transactions page in Mint to export all the data that you need.
3. (optional) Grab your categories
If you've already spent some time setting up Categories in your Foundation template you probably want to skip this step. If you're brand new to Tiller you may want to quickly get started with those existing categories from Mint and customize later.
Navigate to your Google Drive at https://drive.google.com
Drag & drop your Mint CSV export into your Google Drive
Double click the CSV file and choose "Open with Google Sheets" at the top
Use the quick formula below in a blank cell to grab a unique list of categories from your data
Copy the list of categories
Paste it into the Categories sheet and overwrite the example categories by right clicking and choose Paste Special > Values only
=unique(F2:F)
4. (optional) Clear your transaction data
If you'd like to just move over the Mint data with all the categorizations, and you have all your data up to today's date, you can clear the Transactions sheet making sure to leave the header row (row 1).
Alternatively, you can just bring in a segment of historical data that pre-dates the Transaction data Tiller was able to automatically pull into your Google Sheet.
5. Import your Mint CSV
If you want to bring over your Notes and Labels from your Mint data, use the manual workflow option below.
Tiller Community Solutions Add-on Workflow
Choose Tools > Import CSV Line Items
Upload the Mint CSV from your computer
On the summary screen, choose a date range for the data you'd like to add to the Tiller-powered sheet
Click "Add to Transactions sheet"
You may not be able to import more than 1-2 years at a time using the CSV Import Tool. If the process takes more than 5 minutes it probably crashed and you should start over and reduce the amount of data you're trying to import.
Manual workflow
In the Google Sheets version of the Mint export from step 3 above, delete the column used to create the unique list of categories
Delete Notes and Labels columns if not using
Add a column header in the first empty column to the right called "Corrected Amount"
Paste the formula below these steps into the first cell in that column (row 2) to get the corrected amount data for your transactions, which should pre-fill to all subsequent rows
Add a new column header called "Final amount" to the right of the "Corrected Amount" column
Copy the data from the "Corrected Amount" column and paste special > Values only into the "Final Amount" column
Delete the Corrected Amount, Amount, and Transaction (type) column as those are no longer needed
Rearrange columns so they are in the following order Date, Description, Category, Amount, Account name
If you're wanting to copy over the data from the Notes or Labels columns from Mint you'll need to add those columns in the appropriate place in the Tiller Transactions sheet before proceeding to step 6.
Delete the Original Description column
Select all the data in the Mint export from row 2 (do not copy row 1) to the last cell
Copy the selected data
In your Tiller Transactions sheet, select the first empty cell in the Date column (do not select row 1)
Right click and choose Paste Special > Values only
=ARRAYFORMULA(IF(E2:E="debit",-D2:D,D2:D))
6. Customize Categories
You can customize your categories on the Categories sheet. You can totally re-think the way you want to categorize transactions. Update category names or delete ones you no longer want or need. Each category should have a Group and a Type.
To update Transactions that have already been categorized:
Turn on the Filter in the Transactions sheet
Sort the Category column from A>Z
Update one invalid entry (red triangle in upper right)
Use the quick fill square to update the other entries
Repeat for each category you want to adjust
Alternatively, you can use AutoCat and run it on "All Transactions" to help you update categories and build a ruleset for ongoing automatic categorization.
7. Start Budgeting
Set your Budget targets for each category on the Categories sheet in column E (you may need to expand these columns.) These values will cascade across to all months in the budgeting year. Edit any month directly.
Steps for Microsoft Excel
1. Start with the Foundation template for Microsoft Excel
You can skip these steps if you've already started a Excel workbook with Tiller Money Feeds
On the Console click "Create a spreadsheet" and then Start with Microsoft Excel
Follow the instructions on the Install Help tab to install the Tiller Money Feeds add-in and feed your bank data into the workbook.
Note if you don't see the My Add-ins option on the Insert ribbon, check the Home ribbon.
2. Get your data out of Mint
Log into your Mint.com account.
Choose the Transactions menu option.
Click the export link at the bottom of the page to automatically download a CSV file of your transactions.
ℹ️ You may need to do multiple exports since there is a 10,000 transaction limit per export. Use the pagination buttons at the bottom of the Transactions page in Mint to export all the data that you need.
3. (optional) Grab your categories
If you've already spent some time setting up Categories in your Foundation template you probably want to skip this step. If you're brand new to Tiller you may want to quickly get started with those existing categories from Mint and customize later.
Open the CSV file you downloaded from Mint in Microsoft Excel
Use the quick formula below in a blank cell to grab a unique list of categories from your data - you should input your last row number where it says "use last row number" in the formula
Clear out the example categories in your Foundation Template's Categories sheet
Copy the list of categories from the Mint export
Paste it into the Categories sheet column A by right clicking the first empty cell in the Category column and choose Paste Special > Values only
=unique(F2:F[use last row number])
4. (optional) Clear your transaction data
If you'd like to just move over the Mint data with all the categorizations, and you have all your data up to today's date, you can clear the Transactions sheet making sure to leave the header row (row 1).
Alternatively, you can just bring in a segment of historical data that pre-dates the Transaction data Tiller was able to automatically pull into your Google Sheet.
5. Prep Mint data for Tiller
Delete the column used to create the unique list of categories
Delete Notes and Labels columns if not using
Select all the data in the export and choose Format as Table from the home ribbon and click OK in the pop up
Add a column header in the first empty column to the right called "Corrected Amount"
Paste the below formula into the first cell in that column to get the corrected amount data for your transactions, which should pre-fill to all subsequent rows
Add a new column header called "Final amount" to the right of the "Corrected Amount" column
Copy the data from the "Corrected Amount" column and paste special > Values only into the "Final Amount" column
Delete the Corrected Amount, Amount, and Transaction (type) column as those are no longer needed
Rearrange columns so they are in the following order Date, Description, Category, Amount, Account name
Delete the Original Description column
=IF(E2="debit",-D2,D2)
6. Move your Mint data to Tiller
Select all the data in the Mint export from row 2 (do not copy row 1) to the last cell
Copy the selected data
In your Tiller Transactions sheet, select the first empty cell in the Date column (do not select row 1)
Right click and choose Paste Special > Values only
7. Customize Categories
You can customize your categories on the Categories sheet. You can totally re-think the way you want to categorize transactions. Update category names or delete ones you no longer want or need. Each category should have a Group and a Type. Group is the bigger bucket that categories fall into.
To update Transactions that have already been categorized:
Use the filter in the Transactions sheet
Sort the Category column from A>Z
Update one invalid entry (red triangle in upper right)
Use the fill handle to update the other entries
Repeat for each category you want to adjust
Alternatively, you can use AutoCat and run it on "All Transactions" to help you update categories and build a ruleset for ongoing automatic categorization.
8. Start Budgeting
Set your Budget targets for each category on the Categories sheet in column E (you may need to expand these columns.) These values will cascade across to all months in the budgeting year. Edit any month directly.
Webinar Recording
Access the accompanying resources + written Q&A here.
Frequently Asked Questions
Why do I have to manually refresh some accounts?
We use a 3rd party data provider, Yodlee, to pull the data from your institutions. Mint was owned by Intuit and used Intuit’s proprietary aggregation service to pull data. They have different agreements with the banks so you may find that you need to manually refresh some institutions that require a security code in order to log in. This might be different than what you’re used to with Mint. The best workflow is to refresh from the Console then fill your spreadsheet.
Does Tiller have a mobile app?
We don’t have an app but you can review your balances on the go from the Tiller Console and we hope to add more mobile friendly functionality to the Console in the future.
Why isn't my data categorized?
Your data is not categorized out of the box. We can’t assume to know the intent of your spending so we give you the power to categorize your transactions based on your own rules and categories.
How can I budget at the group level?
Mint's category and sub-category structure is slightly different than Tiller's Group and Category structure. There isn't a way to budget at the group level in Tiller, which would be the category level in Mint. Each category in Tiller needs a budget assigned. However, you can see the total budget for the Group on the Monthly Budget or Yearly Budget sheet to know how much each group is budgeting.
How can I set up savings goals?
Tiller doesn't have an official savings goal feature just yet. We hope to release a solution for this in 2024. In the meantime you can try the Savings Goal Tracker (Beta) for Google Sheets.
Why don't I see pending transactions?
Tiller doesn't have a pending transactions feed just yet. You can vote for this feature request in the Tiller Community. Note that you must have a community account and be signed in to access the feature requests.