Recommended Housekeeping before importing Mint?

[jono]

Hi @RobA1701,
Are you aware of the CVS Importer which helps import from Mint?

Docs: Import CSV Line Items

Overview Tiller automates your daily spending, transactions and balances to your Google Spreadsheets, but manual imports of CSV files may still occasionally be required when: Migrating data from other platforms (e.g. from Mint, YNAB, Personal Capital) Importing from unsupported data sources (e.g. Amazon) Importing from supported sources with limited integrations (e.g. Venmo, Paypal) For the situations like those above, the Import CSV Line Items workflow in the Tiller Community Solutions ad…

One step you might take is it use a formula to temporarily get a list of your Account Names and Numbers and Categories from your Mint account before the merge. When the Mint CSV is in a Google Sheet, you can use a formula like this to see all the exact Account Names, #s, and Categories:

=sort(unique(A2:A))

This will give you an alphabetically sorted list in a column of all the unique entries in Column A. It ignores cell A1 as that’s likely the Column Name. Change the Column letter as needed.

You can then make sure those Accounts & Categories exist in Tiller.

Jon