How to import a saved Mint CSV into SplitMyExpenses

By Bradley Bernard · · 3 min read · Updated

Expense import methods

SplitMyExpenses supports a variety of methods to get transactions data into your account:

  • File upload: CSV, Excel, ODS, Text
  • Linking your financial accounts: credit/debit cards + bank accounts
  • Uploading a receipt photo
  • Manual entry: type in name, amount, date

SME import methods

Mint is retired: use an existing export

Mint's official site now directs users to Credit Karma. The former Mint login and transaction-export workflow is no longer available. This guide applies if you already saved a Mint CSV; it does not recover data from a closed Mint account.

Find your saved transactions.csv file and keep a backup before editing it. Review the dates, description, amounts, and currencies before importing. The original screenshots below document the file-import workflow and may differ from the current interface.

For a current spreadsheet workflow, see importing expenses directly into a group. To bring in new purchases automatically, read about linking supported bank and card accounts.

Check current plan limits before importing historical transactions: free file imports cover recent expenses, while premium allows a longer history.

Importing your expenses CSV file from Mint

  1. Go to the Upload expenses page and drag and drop the transactions.csv file into the dropzone
  2. Adjust your Expenses date range to add any additional date filters, in case you didn't filter on Mint before SME import mint
  3. Click Upload file and you're done! It will be processed and you will be redirected to the Expenses page, where you can see all your expenses, and start splitting them!

If something didn't work correctly, or you uploaded the wrong file, you are given a chance to delete all the expenses that were just imported, and try again, so don't worry!

Managing your imported expense files

SME expenses files You can view all your imported expense files, and their status, on the Uploads tab in the Expenses section page.

There you can view expenses in that specific file upload, create a new upload, or delete unsplit expenses from that file, after you are done splitting!

Importing expenses from other personal finance apps

If you use a different personal finance tool and would like to see it supported, please let us know! We are always looking to add more integrations, and would love to hear from you.

Compatibility for imported files

In the meantime, you can reformat the exported file from your tool, to match the format that SplitMyExpenses expects, which includes the following required columns:

  • Date
  • Description
  • Amount SME import required columns

Now that you have expenses data, what's next?

Now that you have your data in the system, you can start splitting expenses with your friends! We made it easy to split expenses, we think you'll really like it.

If you have any questions or your file doesn't seem to work as you'd expect, please reach out to us: support@splitmyexpenses.com.

Bradley Bernard
By Bradley Bernard

Creator of SplitMyExpenses.com