Import Net Worth from mint
planned
G
Gabriel Castro
I've exported my historical account balanced from mint's trends view.
It's a CSV with the columns: Account, Month, Balance.
I'd love to be able to import these easily into the net-worth view
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M
Max
I would greatly appreciate it if this can handle daily balance histories because that's what the Monarch browser extension exported and I never bothered with getting each account by hand from the Mint Trends page. Lunch Money's Mint import wizard handled the Monarch transactions CSV wonderfully (once I fixed how tags were separated by spaces which you thankfully warned wouldn't parse correctly).
Monarch exported one CSV per account and the files are formatted simply enough: Date, Amount, Account Name. I've attached examples of how it formatted a checking account and a credit card account (the redactions are just covering the name of the account which actually didn't end up being necessary to import into Monarch if that column was deleted entirely). The checking account is as you'd expect: positive numbers for a balance and negative numbers to represent being overdrawn (not pictured, thankfully). A credit card (my loans were formatted the same way) shows a negative balance for accrued purchases you haven't paid off yet, and a positive balance if you're in a credit balance situation (from overpaying or getting a refund after paying your statement in full).
B
Brian K
Max and Jen from Lunch Money, I'm really hoping that the comments one the daily balances won't hold up the MVP of just getting the monthly balances and accounts.
C
Clarence Tso
I have the same data but on a daily level
Account Name, Amount, Date (daily, not month)
R
Raymond Barker
Is the plan to support...
(1) importing historical balances for a single account
(2) importing total net worth (aggregate of all accounts)
(3) both?
Jen from Lunch Money
planned