Migration guide · Updated August 26, 2026
Mint closed in 2024 and never handled business books anyway. This guide walks through exporting your Mint history, separating business from personal, importing it into SnapBooks, and ending up with categorized, Schedule C-ready books in about half an hour.
In Mint (or Credit Karma, where Mint accounts were moved), open Transactions, set the date range to cover the tax years you still need, and choose 'Export transactions as CSV'. You get a file with date, description, original description, amount, transaction type, category and account name.
Open the CSV in a spreadsheet and sort by account. Delete the rows that belong to a purely personal card, or tag them so you can drop them later. If you ran everything through one account, keep the file whole — SnapBooks lets you exclude personal lines after import.
SnapBooks needs three columns: date, description and amount. Mint splits money out into a 'transaction type' column of debit/credit, so convert debits to negative amounts (or leave the type column in place — the importer reads it).
Start a trial, and on the onboarding 'Bring your data' step upload the CSV. Every row is read, categorized into business expense categories and mapped to the matching Schedule C line. Review the first screen of suggestions — corrections train the categorizer for future imports.
Sort by 'Uncategorized' and by vendor. Recategorizing one vendor applies to every past and future transaction from that vendor, so a handful of edits usually cleans up years of history.
Photograph or drag in the receipts you still have for larger purchases. The AI reads vendor, amount, date and category and attaches the image to the matching expense, so an audit request is a search instead of a shoebox.
Mint's bill tracking does not export. List the subscriptions and retainers you expect each month as recurring items so the cash-flow forecast knows what is coming.
Compare your SnapBooks profit and loss for a completed month against the same month in your old Mint export. When income and spend match, you are done — keep the original CSV in cloud storage as your archive.
Drop your exported CSV below to see the breakdown you'll get — money in, money out, spend by category and top vendors. The file is parsed in your browser and never leaves your device.
Columns we look for: date, description/merchant, amount.
Mint itself was shut down in 2024 and accounts were migrated to Credit Karma. If you still have access, export transactions as CSV from the transactions view. If you don't, download CSV statements directly from your bank instead — the SnapBooks importer reads those the same way.
Import at least the current tax year and the prior one. Older history is useful for trends but is rarely needed for filing, and the IRS generally expects records going back three years.
Mint's categories are consumer-oriented (Groceries, Shopping, Fast Food), so SnapBooks re-categorizes each line into business expense categories mapped to Schedule C rather than importing the old labels.
Leave them in if it's easier. After import you can filter to personal-looking rows and exclude them in bulk so they never hit your profit and loss.
For a solo business with one or two accounts, about 30 minutes: ten to export and tidy the CSV, ten to import, ten to review the categories.
Import the CSV, scan a few receipts, see where your money went. $15/mo, 7-day free trial.
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