Switch from Mint to FiscalInsights
Upgrade from personal finance to business accounting.
Why Switch from Mint?
- ✓Business features
- ✓Invoicing
- ✓Tax preparation
- ✓Professional reports
Quick Migration Steps
- 1.Export Mint data
- 2.Sign up
- 3.Import transactions
- 4.Categorize as business
- 5.Set up invoicing
Migration Guide
Mint helped you track spending and set budgets, but it was never designed for business finances. If you've been running a side hustle, freelance practice, or small business while tracking everything in Mint, you've likely hit the ceiling: no invoicing, no business tax categories, no profit and loss statements, and no way to separate business from personal finances cleanly.
FiscalInsights gives you a proper business accounting platform while maintaining the simplicity that made Mint appealing. The dashboard shows your financial health at a glance, bank feeds keep everything synchronized, and the AI handles categorization automatically. But unlike Mint, you also get professional invoicing, tax-ready reports, cash flow forecasting, and expense tracking organized by IRS business categories.
The migration is a natural evolution: export your Mint data, filter for business transactions, and import them into FiscalInsights with proper business categorization. Going forward, keep FiscalInsights for business and use a personal finance app for personal spending. This clean separation makes tax time dramatically easier and gives you accurate business profitability numbers.
Step-by-Step Instructions
Export Mint data
In Mint, go to Transactions and click "Export all transactions" at the bottom of the page. This downloads a CSV file with your complete transaction history including dates, descriptions, amounts, and categories. Download this before Mint's transition is complete.
Sign up
Create your FiscalInsights account at fiscalinsights.com. Since you're transitioning from personal finance to business accounting, select "New to business accounting" during onboarding for a guided setup that helps you separate business from personal finances.
Import transactions
Upload your Mint CSV in the Migration Center. Since Mint tracks personal finance, you'll want to filter for business-related transactions during import. The importer lets you select which transactions to bring over and maps Mint's personal categories to business accounting categories.
Categorize as business
Review imported transactions and confirm business categorization. The AI will suggest business categories (e.g., Mint's "Shopping" becomes "Office Supplies" or "Business Equipment"). Flag any personal transactions that slipped through for exclusion. This creates a clean separation between business and personal finances.
Set up invoicing
Configure your invoicing settings with your business name, logo, and payment terms. Create your first invoice template. This is functionality Mint never offered—proper business invoicing with online payment acceptance and automatic payment tracking.