March 17, 2018Advice
Question: Do you use Mint.com?
Question: Do you wish you had more detailed reports?
Question: Are you handy with a spreadsheet?
I go through this every year when my tax adviser asks for a list of expenses for the previous year.
Follow these instructions:
Get the data out of Mint
- Log into Mint, go to Transactions
- Limit by whatever criteria you want, or choose “All Accounts”
- Scroll to bottom of page, choose “Export all xxx transactions”
- Save csv file to desktop
CSV stands for “Comma Separated Values”
Import the data into your spreadsheet:
- Open your spreadsheet program (LibreOffice Calc, MS Excel, Google Sheets)
- Choose to import data, which should open a wizard to help you with the import
- This is very import - make sure your import wizard formats your dates as actual Dates. If you skip this step it might import your dates as text, and sorting will not work well.
I usually have to export every single transaction from Mint. After I import I delete the rows I don’t want to get the date range I’m looking for.