Mint to Quicken

How to Import Mint into Quicken with CSV2QIF

1. Download your Mint transactions to a CSV file on your computer,

If you are not familiar with that, the procedure for doing so is at the end of this page. Give the file a name such as mint.csv.

2. Install and run CSV2QIF

3. Select the File menu, then Open CSV File, and browse to the downloaded Mint file from the previous step.

4. Select the file, and then Select Open. This will run the CSV2QIF converter, and create a QIF file, in this example called mint.qif

5. Run the Quicken program.

6. Select File, then from the pull-down menu select File Import, and then QIF File…     This will bring up a dialog window.

7. Select the following options in the dialog:

In the box for Location of QIF file, select Browse and browse to the QIF just created i.e. mint.qif.

In the box for Quicken Account to import into, select the pull-down and select <All Accounts>. Selecting an individual account will not work. Ignore the warning about not being able to import checking, savings, or credit cards etc. The QIF files created by CSV2QIF contain the account name in a format that Quicken does read.

At the bottom of the dialog, select the Transactions check box, and unselect all the other check boxes.

8. Select Import to import the transactions into Quicken.

You will get various prompts from Quicken depending on whether the account already exists, and whether it is currently the active account. You may also be prompted to allow Quicken to create new categories. Confirm that you want to import the transactions

9. From the Quicken account list, select the account, i.e. mint. The transactions imported from Mint will be in a temporary register at the bottom of the screen.

10. Select Accept All (at the lower right) to accept all the imported transactions. Or select individual transaction to accept or delete.

For more details see the CSV2QIF help file.

How to Import Mint into Quicken with CSV2QFX

1. Run CSV2QFX

2. Select the File menu, and Set Quicken Account Info. This brings up a dialog window with Quicken information.

3. Select Lookup (to the right of the FID input box), and this will bring up the Quicken list of financial institutions.

4. Since Mint is not supported by Quicken (go figure) you will have to choose another financial institution as an ‘alias’.  Most, but not all, of the financial institutions listed will work, but some will fail with the error “Quicken is currently unable to verify the financial institution for this download. Please try again later.”  Two at the beginning of the list that do work fine are 1st Advantage Bank and 1st Advantage Federal Credit Union.  Just remember which financial institution you chose so that you are consistent when importing Mint files in the future.

5. Select OK to return to the Quicken Account Info dialog.

6. If importing a Credit Card, type “CCard” into the Bank Routing Number field, which will tell CSV2QFX that you want Quicken to import this data as a credit card.   Otherwise leave it blank.  You can also leave the account number blank.

7. Select OK return to the main CSV2QFX screen.

8, Select the File menu, then Open CSV File, and browse to the downloaded Mint file, i.e. mint.csv,

9. Select the file, and then select Open. This will run the CSV2QFX converter, and create a QFX file, in this example called mint.qfx.

10. Run the Quicken program.

11. Select File, then from the pull-down menu select File Import, and then Web Connect File…

12. Browse to the QFX file just created (i.e. mint.qfx) , select it, and select Open

OR you can combine steps 10-12 by using Windows Explorer, and simply double-clicking the QFX file.

Either method will bring up a Import Downloaded Transactions dialog.  Note than whatever financial institution you chose in step 4 will be displayed.

13. Select the correct option – to create a new account called Mint, or to link to an existing account.

14. Select Import, and the Mint transactions will be read.

15. If your Quicken preference type for Downloaded Transactions is not set to Automatically add to registers then the transactions imported from Mint will be in a temporary register at the bottom of the screen. In this case, select Accept All (at the lower right) to accept all the imported transactions. Or select individual transaction to accept or delete.

For more details see the CSV2QFX help file.

Procedure to Download Mint Transactions to a CSV file

1. Log into your Mint account at www.mint.com from your web browser.

2. From the account list on the left, select  the account that you wish to convert to Quicken

3. At the very bottom right of the account transactions, in tiny print, is a link that says “Export all nn transactions”

4. Your browser will open a popup window prompting you to save or open the file – save the file to a folder or your desktop and give it some useful name like mint.csv.