On a phone or a Mac? TallyMint also runs in any browser as TallyMint Web, a subscription from $9.99 a month.

How to migrate from Mint to a new app, bank connections included

Mint closed on March 23, 2024, and no app can import its bank connections, so every app you move to needs your banks linked again. The order that works is banks first, then history, then budgets and bills. This guide follows that order in TallyMint, on the Windows app and on TallyMint Web.

What moves and what does not

• Bank connections do not move. You link each bank again (Step 1).
• Transaction history comes from two places: what your bank sends when you link it, and a Mint CSV if you saved one (Steps 1 and 2).
• Budgets and bills are set up again in TallyMint (Step 3).

Step 1: Link your banks again

TallyMint Web includes bank connections. Create your account (30-day free trial, no card), open Bank Connections, link each bank, and choose which of its accounts to share. The trial includes up to 3 bank connections. When you link a bank, TallyMint Web brings in up to 90 days of history, and what comes back depends on the bank.

TallyMint for Windows uses SimpleFIN Bridge, an independent service that costs about $15 a year, paid to SimpleFIN, not to us. You link your banks there and paste one setup token into TallyMint, so your bank login never goes to TallyMint. The first sync asks SimpleFIN for up to 90 days of history. Every step is in the bank sync setup guide.

Step 2: Bring your Mint history, if you saved a CSV

Mint's export is one CSV with every account in it, marked by an Account Name column. TallyMint imports one account per CSV file and tells you when a file lists several accounts, so split the file first.

1. Open the CSV in a spreadsheet and filter the Account Name column to one account.
2. Copy the visible rows, header row included, into a new sheet and save it as a CSV file.
3. Repeat for each account.
4. In TallyMint, open Settings, then Import / Export, and choose a file. In the Import into column, pick the matching account or create a new one.

Mint wrote amounts without signs and put debit or credit in a Transaction Type column. TallyMint reads that column to make debits money out and credits money in, and it shows a notice when it does. Categories in the file come across too, and by default TallyMint creates the ones you do not have yet.

Read the notices and each account's totals in the preview before you confirm. An import cannot be undone afterwards. Then check each account's ending balance against your bank.

If you did not save a CSV, the downloads your bank still offers (OFX, QFX, CSV) fill in what they can. Import them the same way.

Step 3: Rebuild budgets and bills

Budgets did not carry over from Mint to Credit Karma, so rebuild them here. With your history in, open Budgets and choose Auto-Fill from Averages. It sets each category's target from the average of your last three months of actual spending and does not overwrite targets you already set. The budgeting guide covers the rest.

For bills, open Bills & Projections, then Manage Bills, and choose Find Recurring. It suggests the subscriptions, bills, and paychecks it finds in your register, and you add or dismiss each one. Recurring bills also drive the balance forecast, which shows each account 30, 60, or 90 days ahead.

Which TallyMint fits a Mint user

• TallyMint Web: runs in a browser and on a phone, with bank connections included, from $9.99 a month and a 30-day free trial.
• TallyMint for Windows: $59.99 once, with your data in an encrypted file on your PC and a 30-day free trial.

Both import the same CSV, QIF, and OFX/QFX files, so you can move between them later. TallyMint is an independent product and is not affiliated with, endorsed by, or sponsored by Intuit, Mint, or Credit Karma.

Frequently asked questions

Related: Bank sync setup · Switch from another app · Setting up TallyMint Web