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Importing Transactions from Mint
Exporting Transactions from Mint
Exporting Transactions from Mint

How to export your Mint transactions

Sergio Campama avatar
Written by Sergio Campama
Updated over a week ago

You can export your Mint transactions from either your Mac or your iPhone, depending on which device you're using to onboard with Copilot and/or import Mint transactions.

Export and import Mint transactions on macOS

1.) Sign into Mint.com from your browser. We recommend using Chrome.

2.) From the menu navigate to the Transactions tab.

3.) Click on the gear icon and click Export all transactions. This will download one or more files into your Downloads directory.

4.) Go back to the macOS Copilot app.

5.) On the Upload transactions from Mint step, either drag and drop all the files downloaded from Mint, or click on the Upload CSV button and select all of the downloaded files.

6.) Copilot will notify how many accounts were imported, and you'll be able to continue the import process. Learn more about the next step of the Mint import process here.

Export and import Mint transactions on iPhone

1.) Sign into Mint.com from your browser. (We recommend using Chrome.)

2.) From the menu navigate to the Transactions page.

3.) Scroll down, tap the gear icon, and tap Export all transactions.

4.) The file will appear in your browser. Tap Download, then tap Open In...

5.) Swipe over and choose the "more" option. Find and tap Copilot from your list of apps.

6.) You'll be sent back to Copilot where you'll finish mapping your imported accounts. Once you import your data you'll be able to continue your onboarding.

7.) If there were more files downloaded from Mint, you'll be able to find them in the Files app, from where you can select and share the files with Copilot, exactly the same as the first file.

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