Mint to TimelyBills Migration

1. Download Your Mint Data in CSV Format:

● Access Mint.com and navigate to the Transactions section.
● Utilize Filters (located in the top left) to specify your preferred criteria such as category, tag, or date.
● Scroll down and choose "Export transactions" to initiate the download of your transaction data in an Excel-friendly CSV file.
● Please note that the download is capped at 10,000 transactions. For larger datasets, refine your export using the filters mentioned earlier.

2. Pro Tip:

A video tutorial on downloading Mint transactions on mobile can be found here, and for desktop here.

3. Login to TimelyBills Web App: 

● Sign in to your TimelyBills account at https://web.timelybills.app/ using your email ID.

4. Initiate Data Import: 

● Navigate to the Menu options and select 'Import Transactions.'
● On the right side, the "Import Transaction Tab" is pre-selected for your convenience.

5. Upload Mint Data: 

● Locate the CSV file you downloaded from Mint and click "Submit" to commence the data import process.

6. Wait for Processing:

● Allow the system to complete the migration process. A success or error message will be displayed upon completion.

7. Verify and Sign Back In: 

● Once a success message appears, sign out and then sign back in to the TimelyBills App.
● Your Mint transaction and account data will be seamlessly integrated into TimelyBills.

Note:
● The migration process strives to match Mint categories with TimelyBills categories. Any unmatched transactions will be categorized as 'Other' in TimelyBills.
● In case of migration failure for any account or transaction, a list of these issues will be provided. However, the correct data will still be uploaded.
● Feel free to adjust any transaction categories in the TimelyBills app to further enhance your financial management experience. Your satisfaction is our priority!

Need Assistance? 
We're Here to Help! If you encounter any challenges or have questions during the migration process, our dedicated support team is ready to assist you. Feel free to reach out to us by sending an email to [email protected].
Your satisfaction is our priority, and we are committed to ensuring a smooth transition of your data into TimelyBills.
Thank you for choosing TimelyBills – where managing your finances is made simple and efficient.