How to Move From Quicken to Mint

Manage Finances With Mint

Before you switch from Quicken to Mint, you must understand one key difference between the two financial management applications. Mint does not allow you to import a data file from Quicken or any other financial software. Mint strictly uses the log-in credentials for your online banking, mortgage and investing accounts to retrieve your financial transactions. The set-up process is relatively simple, but you need your online access information for each account before you start.

Things You'll Need

• Account log-in credentials

Instructions

1. Go to mint.com and click the "Sign Up" button. On the next screen, register for a free account by providing your email address, country and zip code. Type in a password to use for logging in. When finished, click the "Sign Up" button at the bottom of the page.

2. Click the "Add Account" button on the left-hand column. A overlay box appears on the screen.

3. Type the name of your bank in the "Enter a Bank Name or URL" box, and then click the "Search" button. From the Search Results section, click the name of your bank.

4. Fill in the log-in credentials on the next screen. If necessary, Mint will prompt you for your security credentials too, which is different than the username and password. For most banks, this information is a set of security questions with matching answers. Type the correct security information, if prompted. Click the "Add It" button to add the account.

5. Click the "Add" button at the top of the overlay box if you need to add another account. You can add multiple account types, including checking, savings, mortgage, credit card and money market accounts. When done, click the "Close" button. Once you've added the accounts, Mint should automatically retrieve the transaction data.

6. Click the "Update" icon next to the "Accounts" heading on the left-hand column. Clicking this button refreshes the transaction data for all accounts.

7. Click the account name link from the "Accounts" section to review the account details and transactions. Scroll up and down on the next page to see all the transactions. At the bottom of the page, click the "Next" link to view the next page of transactions.

Tips & Warnings

• If you need to retrieve transactions from an account that's not available online at your financial institution, then you have to manually enter the transaction data into the Mint.com interface.

References

• YouTube: How to Add an Account on Mint.com
• Mint.com; How It Works: Accounts