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I’m
curious
Import Quicken Data
Can I import my quicken data?
Official
Response
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Hello all,
I wanted to share the following update that addresses "importing" Quicken Online historical data into Mint.com:
http://quicken.intuit.com/support/art...
Q. Can I keep a record of or transfer my Quicken Online data to Mint.com?
A. Yes. You can export your data to a CSV file as a backup or transfer a list of your transactions to Mint.com. However, in order to get the most immediate financial picture possible, we recommend you simply add your accounts in Mint. If you choose to export or import your data please see below for details of each option:
* Export your Quicken Online transactions to a CSV file for backup
o This option will allow you to export a list of all your transactions in to a CSV file. You cannot import this file in to Mint.com. To export a list of your transactions:
1. Go to the Transactions page.
2. Drag the date slider to the furthest date back that you would like to export data.
3. Click the Download button located on the top right side of the product.
* Import a list of your transactions to Mint by adding a Quicken Online account
o This option will allow you to import your Quicken Online transactions dating back to January 1, 2010 into Mint. It will not allow you to import your budgets, bills, or custom categories. You will also need to remove duplicate transactions in order to get an accurate financial picture. To Import your transactions in to Mint:
1. Sign up for Mint.com
2. Add "Quicken Online" as your first bank account. (If you are not prompted to add a bank account, click the "add account" button.) Mint will perform a one-time import of your Quicken Online transactions beginning January 1, 2010. The transactions will be put in a Quicken Online checking account with a $0 balance.
3. Add your bank, credit card, investment and loans to Mint. (If you are not prompted to add another bank account, click the "add account" button.) You'll need to add all the accounts you tracked in Quicken Online plus any other new accounts you would like to track.
4. Remove duplicate transactions for your Quicken Online account. As a result of the import, you will most likely have 90 days worth of duplicate transactions. In order to delete the duplicate transactions:
+ Click on the "transactions" tab. This tab will show a list of all transactions from all banks.
+ Make a note of the duplicate transactions and then click on the "Quicken Online" account on the left hand side.
+ Select all the transactions that are duplicates, click "edit multiple" and check the box "these are duplicate" then "ok, I'm done".
5. Enjoy all the benefits Mint has to offer.
Promoted
Responses
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I’m
frustrated
7Unbelievable! I've had Quicken and recommended it to many for the last 12 years. Can't accept the data cannot be transferred. SOMEONE must know how! -
I’m
absolutely pissed off
4Add me to the furious category! I had a lot of faith in Quicken and now feel completely let down!
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I’m
flabbergasted
1i want this feature, given that quicken has acquired mint, i don't see how this basic functionality has not been incorporated. I was a former quicken online user, and now having made the switch i find that all of my historical data is missing. it is making me furious.
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I’m
absolutely pissed off
4Add me to the furious category! I had a lot of faith in Quicken and now feel completely let down!
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I agree entirely
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I’m
frustrated
7Unbelievable! I've had Quicken and recommended it to many for the last 12 years. Can't accept the data cannot be transferred. SOMEONE must know how!
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I’m
amused
1No, it cannot import Quicken data, yet. Quicken bought Mint a few short months ago and is now, I am sure, trying to figure out how to build on the Mint software and incorporate Quicken functionality. Big software changes are like battles; lots of planning and the plans never survive contact with the enemy.- view 1 more comment
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Exodus, if it takes you a year to plan and execute a simple data import, you wouldn't be working on my staff for very long. To design the app and write your own database, perhaps, but a simple data import, no way. one week tops to design, test and implement
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In a company as big and political as Intuit? They basically wrote the very first GUI based personal financial manager for the earliest Macs. Lots of folks there are paper millionaires and then some. Its why Quicken and some of the tax tools are flakey. Using poorly designed interfaces, unreliable data structures (see lists attached to fields in Turbo Tax!) and data bases. In other words a lot of it is crappy. Dear Mr KEPutnam can you explain why? Why quality control, human factors, user interaction with Inuit's tools is so poor? Why they would bother spending a fortune on a facbook-like social media site to discuss taxes, finances and using financial software and fail miserably ... where Mint.com succeeded?
Splain Lucy if you can or dare! -
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the history is that Mint was created by someone else and Intuit bought it, this is why Mint is so different. I have tried Quicken online and it just wasn't very useful for me but i had already started using mint. -
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EMPLOYEE
1Hello all,
If you are inquiring about importing data from your Quicken Online accounts (and I see several of you are), the timeline and details for migrating existing QOL accounts over to Mint is still being worked through, but rest assured that when it happens, your historical data (financial institutions, accounts, balances, transactions) will be preserved. That said it is likely that some information in your QOL accounts may be lost. Functionality that is tied to custom categories will be very difficult to migrate and we expect that users may need to do some work to recover entirely. We understand that this is not ideal and we are looking for ways to minimize any pain.
The good news is that with this migration, Mint will be adding some great new features, including the ability to enter manual transactions as well support of hundreds of new financial institutions not currently being supported.
We’ll keep you posted as we finalize our migration plan, and we’ll try to make this transition as painless as possible for QOL users.
Thank you,
Jami
Community Manager- view 3 more comments
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Actually mrduane, I've just learned that Q'07 has already been end-of-life'd. But, you should still be able to access your historical transactions, FI updating has just been turned off...
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Jami did NOT answer the question. Several of these folks are spot-on...where is the simple, intuitive ability to enter future transactions that QOL had? This is not an improvement.
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I’m
happy
1 -
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I’m
frustrated
So Why can't I log into my quicken online account, while they try to figure out what they are doing in mint.com.
During tax season this is not a very good time.-
there are two quicken online links out on the web. one is the real one, the other one is broken. if you google quicken online, you most likely will run into the broken one. (shame on intuit) read this forum to get the correct link http://satisfaction.mint.com/mint/top...
if you still have trouble logging in from there, call or write to Intuit. you wont be able to get much help from this mint forum. -
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I’m
Hopefull
True but I suspect it is a matter of resources. They are trying to merge two companies and migrate software from QOL to Mint. That is probably taking all their resources. Just not enough hands to do all the tasks of running two websites.
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I’m
Frustrated
I use Quicken on my computer at home and I need full synch between quicken and Mint or else Mint is useless to me.
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I’m
beyond frustrated and into angry.
So, okay, great. QOL files. But the reason I'd want to be able to incorporate Quicken files is this: I have a credit card which doesn't have direct online access; I have to jump through an extra hoop from my bank account summary page in order to get to my credit card account info. Because of all the extra hoop-jumping, I can't find a way to get the information into Mint. So I've got my entire financial outlook here except for ONE CREDIT CARD. The only recourse I can see is that I can manually download a QFX file (or a CSV file), but Mint apparently doesn't take either of those yet. Needless to say, I'm frustrated.
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I can appreciate the frustration. I use Quicken Desktop and have dumped credit cards and passed on starting bank accounts because the bank did not support Quicken. Mint has the same problem and Mint/Quicken online probably will when it starts as well.
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PLEASE LET US KNOW WHEN THIS FEATURE IS AVAILABLE
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I’m
frustrated
1I think this would be great to be able to import my quicken info. I just got started on mint yesterday and now I am sort of fretting manually entering all of my cash transactions that I already entered into my quicken software (offline).
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I’m
confident
1Since Mint was developed outside of Intuit and then acquired, I totally understand that that there's a LOT of software development and testing to get data in from Quicken Online. Getting transactions imported correctly (especially the tricky ones like investments and (really?) invoices) will not be easy engineering and, with financial data, getting it right matters more than getting it fast.
Can you clarify your plans for importing data from desktop Quicken?
Thanks!-
Hi - I don't have plans to share at this time, but the team is aware that this is being highly requested.
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I’m
perplexed.
What would happen if Adobe came out with a new version of Photoshop and all the files created in previous versions were no longer compatible? Oh, and that copy of Photoshop on your computer will disappear sometime in the next few months, but we're not sure when.
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I’m
sad
1Yes please keep us informed as to when we can expect to have the ability to import historical transactions into MINT both for cash and credit and investments.
When can we expect to have manual entry of investment transactions? -
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I’m
frustrated
I have an email from almost 2 years ago....they sure haven't made any progress..
from Damon Billian
to me
date Mon, May 19, 2008 at 12:13 PM
subject Re: Welcome to Mint.com!
hide details 5/19/08
Hi Michael,
We will look to see if we can support some sort of import feature down the road.
Regards,
Damon -
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I’m
frustrated
I would be happy if I could just import our accounts without the transaction history, budgets, etc.
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I’m
bull in the Canon
I can't believe that you can't download historical transaction data from Quicken 2009
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1I sometimes think we are all trying to put a square peg (mint) into a round hole (Quicken). I think the ultimate outcome will be a mix of the two but probably not what we want. I find I use Mint to see the transactions in all my accounts each day and Quicken desktop to do the real bookkeeping. I doubt Mint will ever interact properly with TurboTax either and I find that a huge help at year end.
So, unless I hear otherwise, I am going to stop wishing Mint was a true Quicken online and go back to smelling the roses.-
Ditto.
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1QOL and Mint made a terrible blunder in announcing this "merger" and promising all kinds of good things before they had any idea of what each had and how (if) the best features would be combined. All they've done is raise expectations and disappoint everyone. Bad management. Bad marketing. No more excuses. Clean up the oil spill ... do something positive in the VERY near future or just go away.
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That is an interesting thought. If I look back on the press releases, or my memory of them, I realize that they did not say what the final product was going to look like. Just that it would be a wonderful product. The really bad marketing was that they could not commit to anything so everybody assumed they would generate a product that would meet each individual's expectation and timeframe.
In short, everybody has their own definition of wonderful. Good point.-
This smooths over one glaring point. The description of this process from Quicken said that if your bank was supported by QOL it would be in Mint. This does not seem to be the case so it's beyond describing whose definition of "wonderful" and into bad planning, marketing and managing.
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I’m
frustrated
I SO need Quicken to be supported by this app!
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I think we are all trying to get Mint to be Quicken but online. I like some of the features but if you are a Quicken Desktop user, forget it. Not going to happen.
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I’m
indifferent
What about quick desktop? QOL was never very useful to begin with so I never really put any data in there. However myself and I'm sure hundreds of others have years of quicken desktop data I'd love to have access to through mint.com. -
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1As a Software as a Service offering mint.com should absolutely be able to import quicken desktop and online data. This is only about mapping data fields from one proprietary database to another. Quicken owns both databases and the developers who created them. Importing data should not be that difficult and take long to do.
Now making mint.com (an innovative, yet immature product developed by someone else) do everything quicken desktop can do (a fully mature product adopted for over a decade) is another story.
Intuit just needs to get us on board quickly and painlessly by allowing us to import our desktop data into mint.com and automatically create any new categories it imports along the way. Then they can work on the rest of the quicken desktop features online. I'd love to be able to eventually access my mint.com data locally, when offline. But I understand that will take time, along with a lot of other quicken desktop features.-
Totally agree. salesforce.com offers different import utilities and even plug-ins for Word and Excel to import and export data. Baffles me why another SaaS vendor can't do the same with a schema that's considerably simpler. This isn't rocket science. At least provide a public API to integrate the data. Intuit should talk with salesforce.com to find out the basics of running a successful SaaS model.
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Exactly. The basic structure of accounting transactions has been well-known for centuries. If Mint/Intuit can't figure out how to merge or transfer transaction data, their coders are incompetent. I've dealt with far more difficult data sets -- try interweaving Chinese and English language data some time.
Similarly, I should not need to enter my account data. How much data could their be to transfer? The institution, the account number and/or username, and the password. If there are security concerns, I'm willing to re-enter my passwords at Mint.com, rather than having those transferred; though I'd frankly prefer to simply enter my QO password once, and have everything sucked over to Mint automatically.
The fact that they announced the shutdown of QO without having an import tool locked and loaded shows some mix of arrogance and incompetence. I am VERY displeased. -
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I’m
leaving
I have to agree with everyone else, sorry Mint, but after four hours, I am leaving. What a fantastic UI you have. It took me 20 minutes to setup everything I needed. That same setup took me 20 hours with Quicken.
Unfortunately, without the login for Bank of the West working and no way to import data, the pretty UI is useless to me. -
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Why am i looking at over 4 months of thread on this topic yet there is no solution?
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I’m
alarmed, mad, frustrated, etc.
I used to have Quicken Online. It now comes up with missing information. I had Mint for awhile, went back to Quicken. The missing information is getting worse with Quicken and now Mint does not have any way of showing past month's budgets and will not incorporate the information from past month's transactions into a budge. -
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1I assume you mean you went back to Quicken desktop as opposed to Quicken online. If so, what information is missing and what are the circumstances?
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1) What is the difference between Quicken desktop and Quicken online?
2) There were two payments to a company along with seperate entry for each,. Only one "set" of payments show up and the difference would bring the current total further away from the online balance. I cannot find the 2nd set of payments to the company. -
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1. I believe Quicken online has been discontinued completely in favor of Mint.Com which Intuit purchased at the beginning of the year. Either QOL or Mint could be described as web based versions of the Quicken desktop program. They are good for people who want to know the balances of their accounts, see the transactions, and have a basic ability to categorize transactions for rudimentary reports. Quicken Desktop is much more robust in how you can categorize transactions and what reports are available to you. It also interacts with Turbo Tax so you can keep track of transactions all year long (like stock gains and losses) and then import them to Turbo tax. Mint is free, Quicken desktop costs about $60 and you can use it for 3 years, at most, before you are forced to upgrade if you want all the features to be supported.
2. I assume you are using Quicken Desktop where you load the program onto your PC. Quicken desktop downloads transactions and imports them into the program. You then have to accept them and can put them into categories at that time. I have found that it will "lose" a transaction occasionally in doing this. I believe this is more in how the financial institution handles the transaction than what Quicken (desktop) does. I would enter the payment transaction manually and then reconcile to the correct balance. If this happens with regularity, contact your financial institution. Many banks have people dedicated to supporting Quicken. -
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will this include microsoft money?
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I don't know anything about microsoft money
Sorry -
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I just bought Quicken 2010 and have mint on my iphone...it baffles me that Intuit can't figure out a way to import data between the two...in my opinion this reeks of a short sighted attempt to simply buy off the competition and the customers be dammed
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I see several months have passed and no solid information about the product development/integration with Quicken. Just started with Mint.com and expected a seamless transition since the offer came through Quicken. Mint does not support my bank and I wanted to download my transactions (two minutes age) and came to the help page to get answers and found this discussion.
From enthusiasm to frustration. What's the target date for upgrading the program? -
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I purchased a new computer, installed the Quicken program. Per instructions in Quicken, I need to import my Quicken data from a back up hard drive.
aAcai Max Cleanse -
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I’m
furious
I requested that mint add my credit card with my bank at LEAST 6 months ago, and it still hasn't happened. Quicken, however, already has it. Without my primary credit card, this program is basically useless. You suck, mint/quicken.
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I have the exact same problem.
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I’m
angry, which is unusual.
"If you are inquiring about importing data from your Quicken Online accounts (and I see several of you are), the timeline and details for migrating existing QOL accounts over to Mint is still being worked through, but rest assured that when it happens, your historical data (financial institutions, accounts, balances, transactions) will be preserved."
Well, Jami, it appears mint.com has made a liar of you. This is extemely upsetting. I don't think many people would have minded recategorizing months worth or transaction. I was prepared for this. Now I am seriously considering closing my mint.com account. Quicken Online still supports some accounts that mint does not. Mint has done a lot to prepare for the transition, but unfortunatly not enough. Now the Quicken Online migration that we were promised will not happen. That is a deal breaker.
Quicken Online's recent Q&A:
"Q. Can I transfer or import my Quicken Online data to Mint.com?
A. No. After careful consideration we made the decision to not transfer or allow customers to transfer their data from Quicken Online to Mint.com."-
I am furious about this. How could you do it? My financial planning is totally blotted. SHAME
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I’m
angry
Jami's "answer" to this question is totally inadequate. I started using Quicken Online prior to Intuit's acquisition of Mint, and put a LOT of effort into categorizing transactions, tracking cash, etc. If you guys are not going to offer a reasonably painless import of all that work, I will be VERY displeased. Can't deal with custom categories? WTF? Does Mint.com not also categorize transactions and give users the ability to create custom categories? How hard is it to automatically create categories, with the same names, and assign those tags to the relevant transactions?
I should, at the very least, be able to export my transactions from Quicken to CSV, and then import them to Mint from the same file.
http://auros.livejournal.com/315053.html -
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I’m
frustrated
unbelievable, closing quicken online, but no automatic transfer to mint, lame
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I’m
confused
If there isn't a way to do this yet, why am I getting emails from Quicken telling me my access will be gone soon and I need to set up a Mint account? Will there not be a way to import my old data?
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Come on, Intuit... You've really dropped the ball on this. Look at your Official Rep's response, 4 months ago. Make it happen!!!-
I agree !!!!
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If check writing and bill paying with the ability to tie into my bank is not included after mid August, I need to know. That is all I use Quicken for. Please advise as I will start looking for another option.
fhmbsm@gmail.com -
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I’m
frustrated
What the F&@K is happening to this thread??? Intuit did you blow all your cash on acquiring mint and now you can't find someone to get this done! WTF!
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I’m
frustrated
This is just frustating.....
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I’m
furious
This is just disgusting. Not only are we losing valuable features by going from QO to Mint, we are losing our data. Quicken shot themselves in the foot with this deal. QO was a good thing until they stopped supporting it in preparation for mint. I just switched to Buxfer. It lacks some of the frills, but at least it works and has most of the usability features that I need, like the ability to project balances into the future AND import transactions from CSV.
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I’m
too busy for this crap
So ... I get an email from Quicken saying I have to switch to Mint by creating an account. They can't do it for me. That's fine. But now I have to reenter ALL my info? So basically, I'm starting over. I guess I'll take this chance to check out other online options. -
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I’m
frustrated
After spending nearly 3 hours last night creating a new account and loading all of my accounts onto Mint and then going through and updating all of the transactions categories, I'm frustrated that Mint doesn't have a place for me to project my upcoming transactions or load reoccurring transactions!! The budget feature is not user friendly at all. I like some of the additions on Mint - i.e. goal setting, but do not like the transactions and that it doesn't show a running balance after each transactions. Does anyone know about other programs online more similar to quickenonline than Mint???
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I’m
frustrated
I rely on Quicken's upcoming transactions feature which Mint does not seem to have. That is how I budget for the months ahead. Is Mint going to support this feature? If the answer is no, then I will NOT be using Mint.
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I’m
frustrated
I have been using Quicken for a while and love it. Now I am trying to use Mint and the ability to see upcoming transactions is not available. Mint does not have the easy month-ahead view and I have relied on this feature heavily. It doesn't seem like anything like this is offered on Mint so I am looking elsewhere for a program like Quicken.
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DITTO!!
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I’m
Pissed!!!
How does it make any sense for Intuit to offer a product to the public that everyone is satisfied with, and then buy a competing product which isn't as good, and replace the original with it? It's like Coca Cola buying RC Cola and then ditching Coke! Of course we all believed Jami when (she?) said everything would be fine. Now we're at the eleventh hour and the truth is out. They can't/won't do what they assured us they would, and now we are supposed to just suck it up and accept it. Thanks for nothing Intuit!
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I’m
PISSED!
No migration plan? Really? Really? Not to the new Essentials for MAC or even over to Mint.com? REALLY? Unreal.......
A year and a half worth of data lost! -
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I was very happy when I started my Mint.com account it went back further than I thought so I was able to get quite a bit more data then when I originally opened my Quicken account.
BUT... I'm still super BUMMED that mint doesn't have the features that I love about QO. If anyone finds a better alternate please let the masses know! -
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I’m
frustrated
I hope that this fiasco prompts an FTC investigation. Intuit is basically throwing its QOL users out on the street after so many of us have spent so much valuable time maintaining our accounts. Intuit needs to find a way to port our files to Mint.
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I’m
completely frustrated and disappointed
I am so frustrated that Mint.com is only retrieving 2 1/2 months worth of data! I have 1 1/2 years worth in Quicken Online that I now have to refer back to a CSV to see.
That, and like so many, the "upcoming transactions" box was invaluable! It was the sole tool that allowed me to get my spending under control and pull myself out of debt! Now that it's gone, I'll have to find some other way to track what's coming up, what hasn't cleared, etc so I can make sure I'm not over spending.
Quicken Online had it's issues - but I just can't believe Intuit would not incorporate it's best features into its new venture. Ridiculous. -
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I’m
confused
QOL could go back and retrieve records for past transactions, this should/could be done by mint, at least for the year 2010 when us QOL users were forced to switch.
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i am seeing an email now from Qicken that we going going to be migrated and not going to be able to import history ....if this is the case ...it is a real disaster for many of us
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I’m
Pissed Off
WTF - No import utility from quicken? No historical data from quicken? No way to download old data past 3 months when you setup an account?? What a piece of crap!
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I’m
Sad, confused, think I've been cheated
Very disappointing. I bought Quicken 2 months ago for $50 for my Mac. I'm using it at the insistence of my financial advisor who recommened Quicken highly. Now I've gotten used to and really like Quicken, but this Mint thing is NOT working -- it lacks the spending cloud which I liked and now all my cash transactions cannot be downloaded. Ugh. PS. When I establish new categories, for some reason, it doesn't remember them, even though they are saved.
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I’m
frustrated
Mint is really making bad decisions by not accomodating Quicken imports. You are going to lose a lot of customers! Me for one!
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I’m
I used to be disgusted, but I'm trying to be amused
Well, well, how surprising. A large well-healed corporation says it will ensure customer satisfaction -- claims indeed that customers are its top priority -- and then takes an action that completely disregards its customers' needs for reasons exclusively related to its own convenience or wish to actually DECREASE the quality of service because it's cheaper and more expedient. And why did any of us believe that Quicken/Intuit/Mint would be any different? They're all really a bunch of BP pirates.
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What is Buxfer and how does it work? ANY other programs allowing online payment of bills? ANY leads??? johnkul007@yahoo.com
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I’m
?
I opened a Quicken acct over a yr ago because Mint was NEVER able to update when I actually wanted to take care of my finances...I see nothings changed...Mint says my accounts need attention, Quicken updates in less than a minute....
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I’m
disgusted
Add me to the surprised and overwhelmed. I just bought quicken for my Mac OS X and looks like the Mint isn't up to it. So many years a loyal customer and to get this email (first that I can remember) saying move all date by the end of the week or ....???
Guess Quicken will be added to the list of good companies gone bad and not sure this Mint will be worth even considering after this... usuer unfriendly -
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I’m
frustrated
I LIKE QOL, why do we have to use Mint!? I cannot stand that Mint does not give me a running balance when I add future transactions!
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I’m
pissed, and I rarely get pissed!
This is absolutely ridiculous. Cmon - figure out a way to import Quicken Online Data!! I've spent a year and a half of daily updating to be sure my Trends were accurate. I've finally gotten to the point where I could compare year over year numbers - which made it worth all of the effort.
Now - POOF!!!!!!
Also, I used to use Mint on my IPhone for personal stuff and Quicken online for business. Now, I'll have to log out of Mint then log into the other account - absurd. -
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I’m
frustrated
I just bought a Mac and Quicken Essentials in May 2010. Shouldn't I be able to get my money back? Have years of data on Quicken...so upset!
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Why does the company report this question as being answered when in fact the only answer provided 5 months ago was a 'non-answer'???
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I’m
undecided
I find, as I spend SO much time trying to set up things in Mint, that there are good and bad sides of both softwares. I like the mobile app for mint and I love the upcoming transactions in QOL. I would not mind having to adjust my transaction history as long as you could get my transaction history to Mint. This is very important to me. I see that the "add transaction" option has been added, so the next thing that is an issue with me is the future transactions. This was the reason I chose QOL for myself and family members. If this cannot be added, neither I nor my family will be using Mint in August or thereafter.
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I agree completely, that is also why I used QOL and am looking elsewhere, as Mint ys useless to me without it! Anyone find any other management tool that has it please let us know!
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be patient they make our life easier. agree
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I’m
amused yet disappointed
Would be nice to get some sort of update... manually adding transactions, even back to January would take me a year to do!
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While it would be great to migrate the data over from Quicken -- what I am missing the most is the "Upcoming Transactions" box!!! That has been so valuable to manage my very tight monthly budget. Augh....so frustrating.
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I’m
frustrated
From Aaron Patzer's blog post on 2/1/2010: "Quicken Online users will be migrated seamlessly over to Mint.com, preserving all of their account history and account connections."
From QuickenOnline today (8/3/2010): "At this time there is no easy way to accurately migrate all of your Quicken Online data to Mint."
Is this not what you have been working on for the past 6 months?? I just wanted to say this is crap. I was holding out on signing up at Mint until the migration was completed, and now it was all for nothing. Now I have to import all my financial institutions again, set up all my budget goals, etc.
It was also stated that I could connect to QuickenOnline to at least get the historical data for my accounts, but that will only go back to Jan 1, 2010 and then, on top of that, I'll have duplicate transactions once my individual financial institutions are added. Ridiculous. Furthermore, I just tried to connect to QuickenOnline via Mint and it couldn't connect after multiple attempts. Great...
I was excited about Mint, but this is very disappointing will begin my Mint experience with a big headache. At least it's free... -
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Hello all,
I wanted to share the following update that addresses "importing" Quicken Online historical data into Mint.com:
http://quicken.intuit.com/support/art...
Q. Can I keep a record of or transfer my Quicken Online data to Mint.com?
A. Yes. You can export your data to a CSV file as a backup or transfer a list of your transactions to Mint.com. However, in order to get the most immediate financial picture possible, we recommend you simply add your accounts in Mint. If you choose to export or import your data please see below for details of each option:
* Export your Quicken Online transactions to a CSV file for backup
o This option will allow you to export a list of all your transactions in to a CSV file. You cannot import this file in to Mint.com. To export a list of your transactions:
1. Go to the Transactions page.
2. Drag the date slider to the furthest date back that you would like to export data.
3. Click the Download button located on the top right side of the product.
* Import a list of your transactions to Mint by adding a Quicken Online account
o This option will allow you to import your Quicken Online transactions dating back to January 1, 2010 into Mint. It will not allow you to import your budgets, bills, or custom categories. You will also need to remove duplicate transactions in order to get an accurate financial picture. To Import your transactions in to Mint:
1. Sign up for Mint.com
2. Add "Quicken Online" as your first bank account. (If you are not prompted to add a bank account, click the "add account" button.) Mint will perform a one-time import of your Quicken Online transactions beginning January 1, 2010. The transactions will be put in a Quicken Online checking account with a $0 balance.
3. Add your bank, credit card, investment and loans to Mint. (If you are not prompted to add another bank account, click the "add account" button.) You'll need to add all the accounts you tracked in Quicken Online plus any other new accounts you would like to track.
4. Remove duplicate transactions for your Quicken Online account. As a result of the import, you will most likely have 90 days worth of duplicate transactions. In order to delete the duplicate transactions:
+ Click on the "transactions" tab. This tab will show a list of all transactions from all banks.
+ Make a note of the duplicate transactions and then click on the "Quicken Online" account on the left hand side.
+ Select all the transactions that are duplicates, click "edit multiple" and check the box "these are duplicate" then "ok, I'm done".
5. Enjoy all the benefits Mint has to offer.- view 2 more comments
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Jami,
By the way, I can't imagine how you'd like us to achieve the first solution you listed above. When a person goes to Quicken Online and attempts to sign in, they are directed directly to Mint. We (or at least, I) have no option to get into Quicken and access my past transactions there. Are you thinking we can still get into Quicken?? -
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Thanks Jami,
That's all I was asking for. I wish you could import a longer history from Quicken Online to Mint, but this will suffice. Thanks for listening to your users. -
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I’m
frustrated
Two and a half years of data with Quicken and the most I can import is back to Jan 1, and then I'll have to manually delete the duplicates, and not one of my special catagories will be brought over?
And you consider this to be an appropriate answer to the same question that virtually EVERY one of the former Quicken users has!?
My question is why bother at all? Why even offer a "solution"?
The main reason I used quicken was for tax preparation.
I can't show it, but in addition to being frustrated, I'm mad.
Why? Because what will it be like come tax time? -
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I’m
undecided
2I have not used Quicken Online but have used Quicken desktop for years. Can I transfer data from this application to Mint.com?
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I have the same question as Wardie. Been a loyal desktop Quicken user for years, now have an iPhone and want to track finances via the Mint app. Is this possible? How? Huh? There is NO support for Quicken desktop users. I'm stunned there aren't homepage welcomes and invitations for Quicken users, co-branding of the products to offer a "comfort pill" during the transition. Ridiculous.
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I have the same question as Wardie. Been a loyal desktop Quicken user for years, now have an iPhone and want to track finances via the Mint app. Is this possible? How? Huh? There is NO support for Quicken desktop users. I'm stunned there aren't homepage welcomes and invitations for Quicken users, co-branding of the products to offer a "comfort pill" during the transition. Ridiculous.
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I’m
really disappointed
i;m disappointed to find out that quicken bought mint. I was jst made aware of mint and was excited to try it but now that I see what's really going on i will probably delete it from iphone and continue to use a desktop version of quicken. This whole thing sounds just too fishy. How can a big company like Intuit not get this right? I'm a salesforce user and a previous post is right. Intuit should take lessons from them on cloud computing. It won't be long that mint.com won't be free either in my opinion.
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I’m
not amused
Wow, @Jami, this is a terrible answer, especially for those of us who never used Quicken Online in the first place. I have some old transactions I would like to import from my back that Mint did not sync for some reason. All it would take is a simple .CSV import. Obviously this is not a technological problem for Mint, i.e. you all could add this feature if you wanted to. I can't imagine what strategic goal this ultimately aims to meet, but it completely upends Mint's image as the user-friendly alternative.
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I’m
frustrated
please do not discontinue quicken before all of its functions are incorporate in MINT especially the recurring upcoming transactions
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I’m
frustrated
@Jami, will we ever get an answer on the recurring upcoming transactions?
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1Folks. I've confirmed that FinanceWorks maintains the Quicken Online experience we've come to depend on. Check out: http://financeworks.com. Click on "Find a Financial Institution" in the upper right part of the screen and you'll find a community bank or credit union that provides the product for free. The User Interface is almost identical to what we used on Quicken Online, with an added feature that includes the ability to easily update all accounts (similar to Mint).
I've just got done adding all my accounts into it. So far. So good.
Bye bye Mint!-
I don't even know where to begin. I was just notified YESTERDAY that Quicken online would no longer be available next week. I have used the online function since it was first introduced. I am not a computer expert so do not understand really what my options are. But based on the threads above it does not appear that Mint is an acceptable alternative. I will check it out but am really disappointed with Intuit.
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I’m
confused
Do I have to sign up for Online Backup to make this work? I am getting the wording of Quicken online mixed up.
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I’m
mad at quicken
i am just using this space to complain about how quicken is not being fair.
i use quicken to balence a check book and budget but can't import my balences easily.
quicken is shutting down under me and i am going to delete my mint account after this post.
mint is not what i need to run my life its too confusing, complicated and i am not happy mint wants so much private financial information in one place.
i dont care how secue mint says they are i am going back to paper and a pencil to do my checkbook. -
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I’m
am still upset
Almost there..but what about importing files from institutions that don't and WILL NOT have the ability to share with Mint. My institutions come first and I am shopping for other solutions.
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I’m
fustrated & confused
I'm extremly upset about the lack of transfering data over!!! I enjoyed Quicken Online - but I do not like Mint.com. On Quicken I was able to input pending checking account transactions on the top - and the cleared items fell to the bottom. What is does the light colored fonts mean? The italic fonts mean? I may have to go back to my old Microsoft Money software - and just keep mint to update transactions.
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I’m
still exploring this new online tool
Importing from quicken software will be redundant with Mint. Mint will do a similar tracking of your accounts and activity. Mint is then similar to your quicken software. I believe from first look at this new form of online tracking that it may do a good job if you keep it current to help you budget and plan your money in and out needs. It may be too much extra work to keep two forms of tracking with quicken software and also Mint.-
"Importing from quicken software will be redundant with Mint."
um, no
Not if you have historical data going back beyond 01/01/2010 (which most QOL users do) -
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I’m
frustrated
I am unable to enter my Bank Info, can not establish a check register, can not set dates for changes to my Budget. What good is it!!!!!!!!!!
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I’m
frustrated
So far mint is unimpressive. Many of the features of Quicken are lost. Tracking and trends are useless without the old quicken information.
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I get very tired of the computer jockeys messing up my life. I have been using Quicken for years. Had been using Quicken for years. Tried import. will notdo it. Now I will either have to add all my accounts manually or just forget the process.
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This reply was removed.
see the change log-
So what is the problem?
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I’m
frustrated
Most of Mint's capabilities are initially useless without having the capabilities to add history to a new users account.
Quicken and Mint are now owned by the same parent company so there should at minimum be compatibility between the two. -
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I’m
totall frustrated, this site sucks
Wells Fargo won't load my account, I can't add a second credit card, this site totally sucks
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I used Quicken to maintain all of my information not just for personal budgeting but as a record of business expenses for tax purposes. I never received an email warning me about the change and now I can't access historical data. How do I solve this problem?
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I’m
disappointed with Intuit's handling of this migration.
I just spent 30 minutes studying all the company responses to this question.
The links are outdated or broken and the specific instructions to "Add a Quicken Online account as a bank account" simply do not work. Mint responds "Sorry! We couldn’t find any banks from your search."
Very disappointing.
An Intuit customer and fan since 1991, this does not feel like the level of quality I've enjoyed for 19 years.-
Mint cannot find QOL accounts because QOL was shut down almost two months ago
Great planning, huh? -
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I’m
sad that Intuit does not connect to mint.com to update my mint expenses and accounts
I'm sad Intuit does not enable me to have my mint.com updated as I pay my bills through Quicken. Very poor
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I’m
incredibly disappointed
I have been using quicken since the early nineties. The inability of Mint to import the historical quicken data for my investments is a huge gaping hole in Mint's abilities.
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I’m
irritated, frustrated, and getting P.O.'d
If Mint is going to be the "New Quicken" why can't Quicken users just import their Quicken data to start using Mint.
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1000% Agree, I have 10,000 transactions, over 100 accounts in quicken and i want to move to cloud.
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1000% Agree, I have 10,000 transactions, over 100 accounts in quicken and i want to move to cloud.
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I’m
frustrated big time.
Quicken Home and Business 2008 won't let me download bank transactions anymore. This sux.
I like the Quicken product as is and don't need any more bells and whistles. Why would I want to buy another copy of Quicken? It sux that I should have to buy an updated version just so I can download my data. Sux squared.
So I want to get off of Quicken because the policies suck. Mint looks like a good alternative... and free is good. (Heck, I don't even mind paying if it's secure and works as good as Quicken.) I sign up, but can't bring my historical data from Quicken over. This sux. Sux cubed.
Say, doesn't the developer of Quicken (Intuit) also own Mint?
Hello! Is the captain asleep at the wheel? Don't you guys see from the forums that you are shooting yourselves in the foot? Help people to import their Quicken data into Mint or you will lose them! -
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I’m
annoyed
This answer from the company only addresses Quicken Online. What is the plan for allowing historical Quicken desktop data to be imported into Mint? Those of us with decades of data in Quicken desktop aren't willing to just give it up.
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I agree 100% - I've been using Quicken since the early 90's and I want to keep all that data - how can I make my Quicken desktop info transfer to Mint - This STINKS!!!
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I’m
frustrated
Or the reverse - I just bought Quicken Desktop and want to IMPORT my mint data! I have to look at two different systems now from the same company.
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@Auros
CSV imports are a joke. Why not support either OFE (the universal standard these days) or QFE (owned by Intuit)
Using either will prevent duplicate records in the receiving program -
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@KEPutnam
I don't disagree with you, in terms of what Mint _should_ do; I was just trying to offer a kludge to at least partially-solve Shawn's problem in the short term.
I need to figure out if there's some way my fiancee and I can use the offline Quicken, or something that has a similar level of sophistication, without losing the advantages of a web-app (the primary one being that both of us can enter or review transactions from anywhere). I really wish Quicken would provide some kind of phone app that lets you load a transaction to a remote server for storage until you next activate the desktop copy, which would at that point pull all the stored transactions... Such an app would certainly be a good idea. Even better if it actually sync'ed all transactions from the desktop, so that you could review them at your leisure... -
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I’m
very frustrated
I've always had confidence in Quicken but the fact that Mint does not support it is ridiculous. Mint is a great tool but it isn't much help to me. I'm all done
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I’m
frustrated
This is the second time I've tried to switch over from Quicken to Mint - and the second time that I won't be able to, because the software is JUST THAT BAD. No ability to add an account without importing some random amount of old transactions? No ability to delete transactions in bulk - or at all? Am I missing something, or is Mint really that dysfunctional?
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I’m
sad it didn't work!
Think that I switched to Mint about March, 2010; then found that I could not import historical transaction from Quicken, which I couldn't believe. Stayed with Mint till now giving them the benefit of the doubt, but nothing changes.
They get strange downloads from our main bank checking account (some double entries) which makes Mint totally useless. This problem could be caused from the bank, not sure? Think I'll go back to Quicken and save the data b/u online!! Really wanted to find a good online finance management tool. If Intuit can't provide it, who can??? -
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I’m
Oblivious
I also had hoped that there would be an online tool for a variety of my own reasons but the Mint business model just does not support that. Mint is not a pay-to-play site. It is supported by advertisers so I think it also looks to a younger and less sophisticated audience.
Quicken tried to create a Quicken online and bought Mint instead. Mint is not a bookkeeping software but a social site that focuses on money issues and simple ones at that.
Once I realized that was the way it was going to be I cried myself to sleep, ate a half gallon of Fudge Ripple Ice Cream, wrote how nasty they were on my facebook page and moved on. I use Mint to check on my transaction activity to look for trouble and not much else. I am not their audience, and they are free. It seems a good match to me.-
QOL was every thing that Mint wants to be.
I would have paid to be able to continue using it, and from comments here, many others would have also
after 9 months, I STILL cannot access a credit union that Mint says it supports, that I had no touble with on QOL -
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I’m
aggravated
I'll use mint when it fully integrated with quicken.
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I’m
disappointed
1Seems like the people at Mint are not very happy about the lack of progress towards a cloud-based solution either.
Over A Year After Its Acquisition, Is Mint Still Fresh?
Here at TechCrunch, we’ve long been fans of personal finance site Mint, which won our first TechCrunch40 conference in 2007 and was acquired two years later by Intuit for an impressive $170 million.
But things may not be going gangbusters at the company these days. We’ve learned that in the next month, three key employees from the original, pre-acquisition team will be leaving, including Director of Marketing Stewart Langille, lead designer Justin Maxwell, and head software engineer Daryl Puryear. One Mint insider estimated that around 40% or more of the pre-acquisition team has left since Intuit bought the company in September 2009, some of whom have left substantial amounts of unvested stock on the table. Most of the executive team remains, but many employees have gone on to work at or launch their own startups.
Granted, it isn’t unusual for personnel to leave after an acquisition. Startups thrive on being nimble, and the umbrella of a large company and a new corporate infrastructure can slow things down. We’ve heard from one insider that Intuit has handled the acquisition quite well in terms of giving the company resources. The issue, it seems, has been in the execution — Mint just hasn’t pushed out many projects in the last year.
The big ones were an Android application, a launch in Canada, and a ‘Goals’ feature that helps you budget your income so that you can save up for that vacation or big-screen TV. Those aren’t bad features, mind you, but they don’t seem too groundbreaking. “Momentum has slowed down,” is how one insider put it.
It seems that some Mint users aren’t pleased with the way things are going, either. As a litmus test Mint polled its Facebook audience in November to ask what they thought of the post-acquisition Mint. Most responses have been negative, with numerous comments complaining of bugs and slow sync times between a user’s financial institutions and their Mint accounts.
Reached for comment, a company spokesperson said that there is “definetly no glut of departures”, explaining that the team has grown much more than it’s shrunk, and attributing any “key shifts” to long-time Mint employees taking advantage of the hot job market. The spokesperson added that Mint has been doing a lot of work behind the scenes to support international growth, and will be increasing its presence by adding two new countries next year. The company also plans to launch an iPad application and other mobile apps.-
Thanks for the update about whats been happening behind the curtain. Mint updates are basically non-existent at this point, and a few competitors have popped up (and disappeared) but havent found any to completely replace Mint at this point.
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I’m
sad and angry
Hate the stupid companies. Planning and Marketing divisions seem to have screwing over the customer as their main goal. Will know NOT to upgrade to Quicken. They lost me 3 1/2 years of data because I bought Quicken 2011 Basic to replace 2009 Deluxe (i neither needed nor liked the deluxe features). Answer? I can never get my 2009 Deluxe data back. I have asked for a refund of my now de-installed QUICKEN 2011 BASIC. WRONG COMPANY. Major FAIL. I'm checking out ACEMONEY.
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I’m
frustrated
I am really pissed off! I want to upload my quicken file to my mint.com account! Why is that hard!!! I used to love intuit now I would stop recommending it to anyone I know until importing quicken files in mint.com is possible.
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I’m
not satisfied with the official company response.
Will we see Mint.com and Quicken synchronization anytime soon? It is a feature I expect in the very near future.
If another company comes out with an offline+online solution before Mint.com and Quicken are integrated, I am prepared to move on from Intuit. -
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I’m
frustrated
I wish someone would come out with a better solution...I would switch in a heartbeat. Maybe time for Microsoft to bring Money back???
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I’m
disappointed
I am planning to buy an iMAC and was going to start using Mint, but after reading the foregoiong, I'm now hoping there is a Quicken desktop program for MAC that I can use. My friend recommended Mint some 2-3 years ago, and I was now ready to jump on, but all this make it sound like I'd be an idiot to use Mint. Thx
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