Moving from Mint to Monefy
Assembled from both records. Nothing here is an opinion — it is the difference between two rows, written out.
Your data — read this first
Mint has been discontinued. If you exported your transactions while you could, Monefy records history import as No: your history does not move, and you start from whatever your banks return on connection.
- Transactions
- No
- Balance history
- ?
- Budgets
- Rebuilt by hand
- Rules
- Rebuilt by hand
- Attachments
- ?
Transactions, balance history and attachments are Monefy’s own import attributes. Budgets and rules never transfer between two apps in this index.
What you gain
- Nothing recorded
What you lose
- Nothing recorded
What is unchanged
- Free tier, Manual accounts, Edit transactions, Create manual transactions, Export, Budgeting, Recurring transactions, Reports
56 attributes are Unknown on one side and left out. Gains and losses are a diff of the two records.
How to do it
- Find your Mint export
The product is gone, so the file you already have is the only history that moves. Without one, skip to step 3 and accept a shorter history.
- Connect accounts
Find out which of your banks fail before you are billed. Monefy reaches banks through an unrecorded connector.
- Rebuild budgets and rules
No app in this index imports another’s budgets or rules. Budgets are quick; rules are worth rebuilding as transactions arrive rather than all at once.