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Migrate from Personal Capital or Mint. #1575

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opened 2026-02-28 19:47:31 -06:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-02-28 19:47:31 -06:00
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Originally created by @Rathna-K on GitHub (Nov 9, 2024).

How to migrate

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

Hi, just found this app from a social media post. Interested in trying it out as I see it also connects to banks. Does it let you migrate / download historical transactions after connecting the bank account from mint or personal capital?

I tried to post this question in discord general chat or support. Both gave me this message and wouldn’t post my message there.
Clyde bot: Your message could not be delivered because you don't share a server with the recipient or you disabled direct messages on your shared server, recipient is only accepting direct messages from friends, or you were blocked by the recipient.

Describe your ideal solution to this problem

Looking for guidance.

Teaching and learning

No response

Originally created by @Rathna-K on GitHub (Nov 9, 2024). ### How to migrate - [X] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? Hi, just found this app from a social media post. Interested in trying it out as I see it also connects to banks. Does it let you migrate / download historical transactions after connecting the bank account from mint or personal capital? I tried to post this question in discord general chat or support. Both gave me this message and wouldn’t post my message there. Clyde bot: Your message could not be delivered because you don't share a server with the recipient or you disabled direct messages on your shared server, recipient is only accepting direct messages from friends, or you were blocked by the recipient. ### Describe your ideal solution to this problem Looking for guidance. ### Teaching and learning _No response_
GiteaMirror commented 2026-02-28 19:47:32 -06:00
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@github-actions[bot] commented on GitHub (Nov 9, 2024):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (Nov 9, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-02-28 19:47:32 -06:00
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@Rathna-K commented on GitHub (Nov 12, 2024):

anyone ? @MatissJanis maybe ?

@Rathna-K commented on GitHub (Nov 12, 2024): anyone ? @MatissJanis maybe ?
GiteaMirror commented 2026-02-28 19:47:33 -06:00
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@youngcw commented on GitHub (Nov 12, 2024):

You should ask on discord instead of opening a feature request. I don't know how personal capital exports its data. Mint is long dead, do you still have data from that? There is a 3rd party mint importer you can use. You can always import transactions via csv.

@youngcw commented on GitHub (Nov 12, 2024): You should ask on discord instead of opening a feature request. I don't know how personal capital exports its data. Mint is long dead, do you still have data from that? There is a 3rd party mint importer you can use. You can always import transactions via csv.
GiteaMirror commented 2026-02-28 19:47:33 -06:00
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@Rathna-K commented on GitHub (Nov 12, 2024):

I tried sending message in discord but please see my above message on that.
Personal capital, you can export as csv. here is a sample row (including Header row):
Date Account Description Category Tags Amount
11/10/2000 Citbank - Ending in 0123 Autozone Automotive -10.00
So if you are saying you can import from CSV, this format should work?

@Rathna-K commented on GitHub (Nov 12, 2024): I tried sending message in discord but please see my above message on that. Personal capital, you can export as csv. here is a sample row (including Header row): Date Account Description Category Tags Amount 11/10/2000 Citbank - Ending in 0123 Autozone Automotive -10.00 So if you are saying you can import from CSV, this format should work?
GiteaMirror commented 2026-02-28 19:47:33 -06:00
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@youngcw commented on GitHub (Nov 12, 2024):

You can make lots of csv formats work. There are lots of settings to get it right. It seems like you didn't actually join the discord if it gave you issues.

@youngcw commented on GitHub (Nov 12, 2024): You can make lots of csv formats work. There are lots of settings to get it right. It seems like you didn't actually join the discord if it gave you issues.
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